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 the heart of Oxford, Oxfordshire, UK. Founded by Jonathan Lawrence, SVWM is committed to providing customized financial planning and investment strategies tailored to the specific needs and aspirations of each client. **Services Provided:** – **Pensions:** SVWM offers expert guidance on both personal and workplace pensions, assisting clients in crafting a secure retirement plan. – **Investments:** The firm advises on investment portfolios designed to enhance wealth while balancing risk in alignment with each client’s individual tolerance. – **Retirement Planning:** SVWM develops comprehensive strategies for retirement income, tax management, and estate planning to ensure lasting financial stability. – **Corporate Solutions:** Business owners can benefit from SVWM’s services, which include advice on company pensions, group protection plans, and various financial products to foster business development and support employee welfare. – **Specialized Services for Healthcare Professionals:** Understanding the distinct financial requirements of medical professionals, SVWM provides tailored advice on NHS pensions, private practice considerations, and tax-efficient investment options. **Client-Centric Approach:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their focus is on building enduring relationships founded on trust, transparency, and a deep understanding of client needs. **Regulatory Compliance and Values:** As a fully independent firm, SVWM is not bound to specific product providers, allowing them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), adhering to high regulatory standards. Their core philosophy emphasizes ethical practices, open communication, and a steadfast commitment to achieving optimal client outcomes. **Location and Accessibility:** Located in Oxford, SVWM caters to clients throughout the UK, offering the flexibility of in-person meetings as well as virtual consultations to enhance convenience. Through their comprehensive and strategic financial planning services, SVWM empowers clients to navigate the complexities of wealth management—from accumulation to preservation—ensuring peace of mind for the future.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading name among financial advisers in Oxfordshire, offering tailored financial planning and investment advice. Founded by Jonathan Lawrence, this independent firm focuses on understanding the unique financial situations of its clients. By providing personalized service, SVWM ensures that everyone receives advice that aligns with their individual goals, whether they are private individuals, families, or professionals.
One of the key services offered by SVWM is pension planning. They help clients navigate both personal and workplace pensions, setting the groundwork for a comfortable retirement. This expertise is essential for anyone looking to secure their financial future, especially in today’s complex financial landscape. With the help of these dedicated financial advisers in Oxford, clients can confidently plan their retirement and enjoy peace of mind.
Investments are another area where SVWM excels. The firm provides comprehensive guidance on building investment portfolios that not only aim to grow wealth but also manage risk according to each client’s risk profile. This custom approach allows clients to invest in a way that feels comfortable to them, while also maximizing potential returns. By working closely with clients, SVWM stands out among financial advisers in Oxfordshire and the surrounding areas.
Retirement planning is a crucial component of SVWM’s offerings. They provide strategies for income in retirement, tax planning, and estate planning to ensure lasting financial security. As many clients prepare for their futures, having a trusted partner like SVWM can make all the difference in achieving their retirement goals.
For business owners, SVWM offers corporate services, including advice on company pensions and group protection. This focus on business financial management not only supports growth but also enhances employee welfare, showcasing how SVWM serves the broader community in Oxfordshire.
Furthermore, SVWM recognizes the specific financial needs of medical professionals, offering specialized advice that includes navigating NHS pensions and tax-efficient investments. This dedicated service highlights the firm’s commitment to understanding and addressing the needs of its diverse clientele.
Located in Oxford, SVWM is conveniently positioned to serve clients throughout the UK, whether through in-person meetings or virtual consultations. Their approach is built on trust, transparency, and long-term relationships, making them a top choice among financial advisers in Oxfordshire. With a commitment to ethical practices and regulatory compliance, SVWM ensures that clients are not just financially secure but also empowered in their financial journeys.
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