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 the heart of Oxford, Oxfordshire, UK, is an independent financial advisory firm committed to providing tailored financial planning and investment solutions. Founded by Jonathan Lawrence, SVWM takes great pride in its customized approach, ensuring that each client receives advice specifically designed to meet their individual financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM provides expert assistance with both personal and workplace pensions, guiding clients in their quest for a secure and enjoyable retirement. – **Investments:** The firm offers strategic advice on investment portfolios, focusing on wealth growth while carefully managing risk in alignment with each client’s risk tolerance. – **Retirement Planning:** Their services include comprehensive strategies for generating retirement income, tax optimization, and estate planning, all aimed at safeguarding financial stability in later years. – **Corporate Services:** For entrepreneurs, SVWM delivers insights on company pensions, group protection, and various financial products designed to foster business development and enhance employee benefits. – **Specialist Services for Medical Professionals:** Understanding the distinct financial challenges faced by healthcare practitioners, SVWM provides specialized guidance on NHS pensions, private practice finances, and tax-efficient investment options. **Client Focus:** SVWM serves a broad spectrum of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-first philosophy emphasizes building enduring relationships grounded in trust, transparency, and mutual understanding. **Regulation and Philosophy:** As an independent entity, SVWM is free from affiliations with specific product providers, allowing for unbiased advice tailored to client needs. They are regulated by the Financial Conduct Authority (FCA), ensuring adherence to high regulatory standards. Their core philosophy is rooted in clear communication, ethical practices, and a steadfast commitment to achieving optimal outcomes for clients. **Location and Contact:** Based in Oxford, SVWM supports clients throughout the UK, offering in-person consultations at their office or convenient virtual meetings to enhance accessibility. Through their holistic approach to financial planning, SVWM empowers clients to effectively navigate the intricacies of financial management, from wealth accumulation to preservation, ultimately promoting financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is an independent financial advisory firm located in Oxford, Oxfordshire, dedicated to providing personalized financial planning and investment advice. Founded by Jonathan Lawrence, SVWM focuses on understanding the unique financial situations and goals of each client. This tailored approach ensures that every individual receives guidance that best fits their needs, making them a top choice among financial advisers in Oxford and Oxfordshire.
Among the many services offered by SVWM, pension planning is a key area of expertise. Whether it’s personal pensions or workplace options, the team at SVWM is committed to helping clients secure a comfortable retirement. By analyzing individual circumstances, they guide clients towards the best pension strategies that align with future financial goals.
Investments are another crucial service SVWM provides. The firm offers comprehensive advice on building and managing investment portfolios to foster wealth growth while carefully considering the client’s risk tolerance. SVWM’s knowledgeable advisers take the time to explain investment options, ensuring clients feel informed and confident in their decisions.
Retirement planning is a complex area where SVWM excels. Their strategies encompass income generation after retirement, tax planning, and estate planning, all aimed at ensuring financial security in the later years of life. With a focus on long-term relationships, SVWM builds trust with clients, helping them navigate the often daunting landscape of retirement finances.
For business owners, SVWM delivers corporate services that include advice on company pensions and group protection. By understanding the financial needs of small to medium-sized enterprises, they provide solutions that promote business growth and enhance employee welfare.
SVWM also recognizes the unique financial challenges faced by medical professionals. Their specialized services cater to doctors and healthcare practitioners, offering advice on NHS pensions, private practice matters, and tax-efficient investments, making them one of the most sought-after financial advisers in Oxfordshire.
As an independent firm regulated by the Financial Conduct Authority (FCA), SVWM maintains a strong commitment to ethical practices and clear communication. Their focus on providing impartial advice allows clients to feel secure in the knowledge that their best interests are always prioritized.
Located in Oxford, SVWM serves clients throughout the UK, offering both in-person meetings and virtual consultations for added convenience. With their comprehensive financial planning, they help clients achieve financial peace of mind, making them a standout choice among financial advisers in Oxford and Oxfordshire.
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