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 an independent financial advisory firm located in Oxford, Oxfordshire, UK. Founded by Jonathan Lawrence, SVWM is committed to providing tailored financial planning and investment advice that caters to the distinct needs and aspirations of each client. **Services Offered:** – **Pensions:** SVWM specializes in both personal and workplace pensions, guiding clients toward a secure and comfortable retirement. – **Investments:** The firm offers expert advice on constructing investment portfolios, focusing on wealth growth while carefully managing risks aligned with individual risk tolerances. – **Retirement Planning:** Their comprehensive strategies encompass retirement income, tax efficiency, and estate planning, ensuring clients’ financial security in their post-working years. – **Corporate Services:** SVWM supports business owners with insights on company pensions, group protection, and various financial products designed to enhance business development and employee well-being. – **Specialist Services for Medical Professionals:** Understanding the unique financial challenges faced by doctors and healthcare professionals, SVWM provides specialized advice on NHS pensions, private practice considerations, and tax-efficient investment strategies. **Client Focus:** SVWM serves a broad range of clients, including individuals, families, and small to medium-sized enterprises, with a particular emphasis on professionals in the medical field. Their client-centric model fosters long-lasting relationships grounded in trust, transparency, and a thorough understanding of client needs. **Regulation and Philosophy:** As an independent advisory firm, SVWM is not bound to any specific product providers, allowing for unbiased advice tailored to each client’s circumstances. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to high regulatory standards. Their philosophy is rooted in ethical practices, clear communication, and a steadfast commitment to securing optimal outcomes for their clients. **Location and Contact:** Located in the heart of Oxford, SVWM caters to clients throughout the UK, offering flexible meeting arrangements, whether in-person or via virtual consultations, to ensure ease of access and convenience. Through their holistic approach to financial management, SVWM empowers clients to navigate the complexities of wealth accumulation and preservation, ultimately providing peace of mind in their financial journey.

Additional Information:

Strategic Vision Wealth Management (SVWM), located in Oxford, Oxfordshire, is a standout choice for those seeking experienced financial advisers in Oxfordshire. This independent financial advisory firm, founded by Jonathan Lawrence, focuses on creating personalized financial plans that cater to each client’s unique situation and goals. Whether you’re looking to plan for retirement, invest wisely, or need corporate financial services, SVWM is equipped to help.

A core service provided by SVWM is pension planning. They guide clients through both personal and workplace pensions, ensuring that when retirement comes, financial peace of mind is a priority. In addition, their investment advice is tailored to individual risk profiles, allowing clients to grow their wealth while managing risk effectively. This is particularly beneficial for those new to investing or looking to diversify their portfolios.

Retirement planning is another key area SVWM excels in. They provide comprehensive strategies that cover income management post-retirement, tax planning, and estate planning. This holistic approach ensures clients can enjoy their retirement years without financial worries. For business owners, SVWM offers corporate services, advising on company pensions and group protection measures that not only support business growth but also enhance employee welfare.

SVWM also recognizes the unique financial needs of medical professionals. Their specialist services are designed to address aspects like NHS pensions and tax-efficient investments, making them a go-to choice for doctors and healthcare practitioners in the region.

What sets SVWM apart is its commitment to long-term relationships with clients. They cater to a diverse clientele, including individuals, families, and small to medium-sized businesses. Their focus on trust, transparency, and understanding is what makes them reliable financial advisers in Oxford and across Oxfordshire.

As an independent firm, SVWM is not tied to any specific product providers, which means clients receive impartial advice tailored genuinely to their needs. They are regulated by the Financial Conduct Authority (FCA), ensuring that high standards are met in all their practices.

Whether meeting clients in person at their Oxford office or through virtual consultations, SVWM prioritizes accessibility. With their expert guidance, clients can navigate the complexities of financial management with confidence, ensuring that every step towards wealth accumulation and preservation is well-planned and executed. If you’re looking for trusted financial advisers in Oxford or anywhere in Oxfordshire, Strategic Vision Wealth Management is a name you can rely on.

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