Business Information:
- Name: Strategic Vision Wealth Management – Financial Planning Oxfordshire
- Website: https://svwm.co.uk/
- Address: Clock Tower 2, 4 High St, Kidlington OX5 2DH
- Phone: 01865 664066
Description:
Strategic Vision Wealth Management (SVWM) is a distinguished independent financial advisory firm located in Oxford, Oxfordshire, UK. Founded by Jonathan Lawrence, SVWM is committed to providing customized financial planning and investment strategies that align with each client’s specific circumstances and aspirations. **Service Offerings:** – **Pensions:** SVWM guides clients through the intricacies of both personal and workplace pensions, facilitating a well-planned approach to a secure retirement. – **Investments:** The firm offers expert advice on crafting investment portfolios, focusing on wealth growth while carefully balancing risk according to individual preferences. – **Retirement Planning:** SVWM develops comprehensive strategies that encompass retirement income, tax optimization, and estate planning, ensuring clients maintain financial stability in their later years. – **Corporate Services:** For entrepreneurs, SVWM provides tailored advice on company pensions, group protection plans, and other financial solutions to enhance business success and employee well-being. – **Specialized Services for Medical Professionals:** Understanding the distinctive financial challenges faced by doctors and healthcare practitioners, SVWM offers targeted guidance on NHS pensions, private practice finances, and tax-efficient investment opportunities. **Client Focus:** SVWM serves a varied clientele, which includes private individuals, families, professionals such as doctors, and small to medium-sized businesses. Their client-focused approach fosters enduring relationships built on trust, transparency, and a deep understanding of client needs. **Regulation and Philosophy:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, allowing them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to high regulatory standards. Their guiding philosophy emphasizes clear communication, ethical conduct, and a dedication to securing optimal outcomes for clients. **Location and Contact:** Situated in the heart of Oxford, SVWM caters to clients across the UK, offering both in-person meetings at their office and virtual consultations for added convenience. Through their holistic approach to financial planning, SVWM empowers clients to successfully navigate the complexities of financial management, from wealth accumulation to preservation, ultimately ensuring peace of mind in their financial journeys.
Additional Information:
Strategic Vision Wealth Management (SVWM) in Oxfordshire is a dedicated independent financial advisory firm that offers personalized financial planning and investment advice. Founded by Jonathan Lawrence, SVWM focuses on understanding each client’s unique financial situation and goals, making them a top choice among financial advisers in Oxford and Oxfordshire.
One of the key services provided by SVWM is pension planning. They assist clients with both personal and workplace pensions to help ensure a comfortable retirement. With a tailored approach, SVWM works closely with individuals to design a retirement plan that fits their lifestyle and financial objectives. This personalized attention is one reason why many consider them reliable financial advisers in Oxfordshire.
In addition to pensions, SVWM provides expert guidance on investments. Their team helps clients build investment portfolios aimed at growing wealth while managing risk according to each individual’s risk profile. This careful planning can lead to greater financial security and peace of mind, making SVWM a preferred choice for those seeking sound investment advice.
Retirement planning is another critical area of focus at SVWM. Their strategies encompass income planning for retirement, tax optimization, and estate planning. By addressing these aspects, SVWM ensures clients are well-prepared for a financially stable future after they retire. Such comprehensive services further establish them as knowledgeable financial advisers in Oxford.
For business owners, SVWM offers corporate services that include advice on company pensions and group protection policies. This support not only helps in employee welfare but also contributes to the overall growth of businesses. SVWM’s expertise in corporate financial planning is invaluable for small to medium-sized enterprises looking to enhance their financial management.
Moreover, SVWM recognizes the unique financial needs of medical professionals. They provide specialized services for doctors and practitioners, focusing on NHS pensions and tax-efficient investments. This dedicated support showcases SVWM’s commitment to serving diverse clients, ensuring their financial health and success.
Located in the heart of Oxford, SVWM serves clients across the UK, whether through in-person meetings or virtual consultations. Their independent status allows them to offer impartial advice, which is backed by their authorization from the Financial Conduct Authority (FCA). For anyone in need of trustworthy financial advisers in Oxford and Oxfordshire, Strategic Vision Wealth Management stands out as a reliable partner for achieving financial peace of mind.
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