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), located in Oxford, Oxfordshire, UK, is a trusted independent financial advisory firm committed to providing customized financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM is dedicated to a personalized service, ensuring that each client receives advice specifically designed to meet their individual financial circumstances and aspirations.**Services Offered:**– **Pensions:** SVWM specializes in personal and workplace pension planning, guiding clients towards a secure and comfortable retirement. – **Investments:** The firm offers expert advice on investment portfolios, focusing on wealth growth while carefully managing risks based on each client’s unique risk tolerance. – **Retirement Planning:** Their services encompass comprehensive strategies for retirement income, tax considerations, and estate planning, reinforcing financial stability for the future. – **Corporate Services:** SVWM supports business owners with advice on company pensions, group protection plans, and other financial solutions aimed at fostering business growth and enhancing employee benefits. – **Specialist Services for Medical Professionals:** Understanding the distinct financial challenges faced by doctors and medical practitioners, SVWM provides tailored advice on NHS pensions, private practice considerations, and tax-efficient investment options.**Client Focus:** SVWM proudly serves a broad range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-focused approach emphasizes the importance of building long-term relationships grounded in trust, transparency, and a deep understanding of each client’s needs.**Regulation and Philosophy:** As an independent advisory firm, SVWM is not affiliated with any specific product providers, allowing them to deliver unbiased advice. They are regulated by the Financial Conduct Authority (FCA), ensuring compliance with high regulatory standards. Their guiding philosophy is centered on clear communication, ethical conduct, and a steadfast commitment to securing the best possible outcomes for their clients.**Location and Contact:** Situated in Oxford, SVWM serves clients throughout the UK, offering the convenience of meetings at their office or through virtual consultations to ensure accessibility.Through their extensive financial planning services, SVWM aims to guide clients through the intricacies of financial management, from wealth accumulation to preservation, ultimately providing peace of mind for their financial futures.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading independent advisory firm located in Oxford, Oxfordshire. This team of financial advisers Oxfordshire is dedicated to providing exceptional financial planning and investment advice tailored to each client’s unique situation and goals. Founded by Jonathan Lawrence, SVWM focuses on building long-term relationships with clients, emphasizing trust and transparency in every interaction.
One of the standout services offered by SVWM is their expertise in pensions. They assist clients with both personal and workplace pension plans, ensuring a comfortable retirement. The firm’s financial advisers Oxford provide personalized strategies that align with individual retirement goals, helping clients navigate the complexities of pension options.
In addition to pensions, SVWM has a robust investment advisory service. The team works closely with clients to develop investment portfolios that aim to grow wealth while managing risk. Whether clients are seasoned investors or just starting out, the financial advisers at SVWM ensure that every investment decision reflects the client’s risk profile and long-term financial objectives.
For those approaching retirement, SVWM provides comprehensive retirement planning services. This includes strategies for generating income during retirement, tax planning to minimize liabilities, and estate planning to protect and transfer wealth. Their holistic approach aims to bring financial security to clients during their post-retirement years.
Business owners in Oxfordshire can also benefit from SVWM’s corporate services. The firm offers advice on company pensions and group protection plans that support employee welfare and business growth. Tailoring their services to the specific needs of small to medium-sized enterprises, SVWM acts as a trusted partner in navigating corporate financial challenges.
Recognizing the unique financial circumstances of medical professionals, SVWM offers specialist services for doctors and medical practitioners. They provide guidance on NHS pensions, private practice finances, and tax-efficient investment options, ensuring that healthcare professionals receive the tailored advice they need.
SVWM operates under the regulation of the Financial Conduct Authority (FCA), reinforcing their commitment to ethical practices and clear communication. Their independent status allows them to offer unbiased advice, free from the influence of specific product providers. With a focus on client needs, the financial advisers Oxford at SVWM strive to create financial peace of mind for their diverse clientele, serving clients throughout the UK.
Location: