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 distinguished independent financial advisory firm committed to providing tailored financial planning and investment solutions. Founded by Jonathan Lawrence, SVWM takes pride in its individualized approach, ensuring that every client receives customized advice that aligns with their specific financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM offers expert assistance with both personal and workplace pension schemes, guiding clients toward a secure and comfortable retirement. – **Investments:** The firm provides strategic advice on investment portfolios, focusing on wealth growth while carefully managing risk in accordance with each client’s risk tolerance. – **Retirement Planning:** Their comprehensive retirement strategies encompass income planning, tax optimization, and estate planning, all designed to secure financial stability in retirement. – **Corporate Services:** For business owners, SVWM delivers insights on company pensions, group protection, and various financial products aimed at fostering business growth and enhancing employee welfare. – **Specialized Services for Medical Professionals:** Acknowledging the distinct financial needs of the medical community, SVWM offers tailored guidance on areas such as NHS pensions, private practice finances, and tax-efficient investment opportunities. **Client-Centric Approach:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-focused methodology prioritizes building long-term relationships founded on trust, transparency, and a deep understanding of each client’s needs. **Regulatory Standards and Philosophy:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, enabling them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), adhering to strict regulatory guidelines. Their guiding philosophy emphasizes clear communication, ethical standards, and a steadfast commitment to achieving optimal outcomes for their clients. **Location and Accessibility:** Operating from Oxford, SVWM caters to clients throughout the UK, offering both in-person meetings and virtual consultations for enhanced convenience and accessibility. Through their comprehensive financial planning services, SVWM seeks to empower clients to navigate the intricacies of financial management, from wealth accumulation to preservation, ensuring a sense of financial security and peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a prominent name among financial advisers in Oxfordshire. Based in the heart of Oxford, this independent financial advisory firm is committed to delivering tailored financial planning and investment advice. Founded by Jonathan Lawrence, SVWM stands out for its personalized approach, ensuring that every client receives guidance that aligns with their unique financial situation and future goals.
One of the key services offered by SVWM is pension planning. Whether you’re looking into personal pensions or workplace options, their team is equipped to help you strategize for a comfortable retirement. With a focus on retirement planning, SVWM also provides comprehensive advice on income strategies, tax planning, and estate planning, all designed to secure your financial future post-retirement.
In addition to pensions, SVWM specializes in investment portfolios. They work closely with clients to grow their wealth while carefully managing risk based on individual profiles. This kind of personalized investment advice is crucial for anyone looking to navigate the complexities of wealth accumulation effectively.
Business owners will find a friend in SVWM, as they offer corporate services tailored to the needs of small to medium-sized enterprises. This includes guidance on company pensions and group protection plans, which can enhance employee welfare and support business growth.
For medical professionals, SVWM has developed specialist services that cater specifically to the financial needs of doctors and practitioners. They offer expert advice on NHS pensions, private practice finances, and tax-efficient investment strategies—valuable insights that can make a significant difference in managing their unique financial landscape.
Regulated by the Financial Conduct Authority (FCA), SVWM prides itself on impartial advice without ties to specific product providers. This independence allows them to focus solely on what is best for their clients. Their commitment to clear communication and ethical practices builds long-term relationships rooted in trust and transparency.
Located in Oxford, SVWM serves clients across the UK, offering the convenience of in-person meetings and virtual consultations. If you’re seeking reliable financial advisers in Oxford or financial advisers in Oxfordshire, consider reaching out to Strategic Vision Wealth Management. They’re dedicated to helping you navigate your financial journey with confidence and peace of mind.
Location: