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 dedicated to providing customized financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM is committed to a personalized service model that ensures each client receives tailored advice that aligns with their individual financial objectives and circumstances. **Services Offered:** – **Pensions:** SVWM offers expertise in both personal and workplace pensions, guiding clients to effectively prepare for a secure retirement. – **Investments:** The firm specializes in creating investment portfolios that focus on wealth growth while carefully managing risk based on individual risk tolerance. – **Retirement Planning:** Their comprehensive services encompass retirement income strategies, tax planning, and estate planning, aimed at securing financial stability in retirement. – **Corporate Services:** For entrepreneurs, SVWM provides tailored advice on company pension schemes, group protection plans, and various financial products to foster business expansion and support employee welfare. – **Specialist Services for Medical Professionals:** SVWM recognizes the unique financial challenges faced by healthcare providers and offers specialized guidance on NHS pensions, private practice financials, and tax-efficient investment options. **Client Focus:** SVWM proudly serves a varied clientele, including individuals, families, medical professionals, and small to medium-sized businesses. Their client-centric philosophy emphasizes the importance of building long-term relationships founded on trust, transparency, and mutual understanding. **Regulation and Philosophy:** As an independent advisory firm, SVWM operates without ties to specific product providers, enabling them to offer unbiased and objective advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to rigorous regulatory standards. Their guiding principles include clear communication, ethical practices, and a steadfast commitment to achieving optimal outcomes for their clients. **Location and Contact:** Situated in the heart of Oxford, SVWM caters to clients throughout the UK, offering the convenience of meetings at their office or virtual consultations to enhance accessibility. With a focus on comprehensive financial planning, SVWM is dedicated to helping clients navigate the complexities of financial management—from wealth accumulation to preservation—providing them with the peace of mind they deserve.
Additional Information:
Strategic Vision Wealth Management (SVWM), located in Oxford, Oxfordshire, is a dedicated independent financial advisory firm. Founded by Jonathan Lawrence, SVWM offers a personalized approach to financial planning, ensuring that clients receive tailored advice suited to their unique financial situations and goals. As one of the key financial advisers in Oxfordshire, SVWM understands the importance of building long-term relationships based on trust and transparency.
The firm provides a range of services designed to meet various financial needs. For those planning for retirement, SVWM assists clients with personal and workplace pensions, helping them pave the way for a comfortable future. Their investment services focus on creating and managing portfolios that align with individual risk profiles, aiming to grow wealth while managing potential risks effectively.
In addition to retirement and investment advice, SVWM specializes in corporate services, providing business owners with guidance on company pensions and group protection. This support not only aids in business growth but also enhances employee welfare. For medical professionals, SVWM offers specialized financial advisory services that address unique needs, such as NHS pensions and tax-efficient investment strategies.
What sets SVWM apart from other financial advisers in Oxford and Oxfordshire is their commitment to providing impartial advice. As an independent firm, they are not tied to specific product providers, allowing them the flexibility to recommend the best options for their clients. Being authorized and regulated by the Financial Conduct Authority (FCA) ensures that their practices meet high standards of professionalism and ethics.
Convenience is also a priority for SVWM, as they serve clients across the UK. Whether meeting at their Oxford office or offering virtual consultations, they aim to ensure accessibility for all clients. Their client-centric focus revolves around clear communication and understanding the complexities of financial management.
Ultimately, Strategic Vision Wealth Management strives to help clients navigate their financial journeys, from wealth accumulation to preservation, providing them with peace of mind. For anyone seeking reliable financial advisers in Oxford or throughout Oxfordshire, SVWM is ready to offer expert guidance tailored to individual needs.
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