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 an independent financial advisory firm committed to providing personalized financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM emphasizes a tailored approach, ensuring that each client’s specific financial needs and aspirations are meticulously addressed. **Services Offered:** – **Pensions:** SVWM guides clients in managing both personal and workplace pensions, helping them to secure a comfortable retirement. – **Investments:** The firm offers expert advice on investment portfolios, focusing on wealth growth while balancing risk according to each client’s individual risk tolerance. – **Retirement Planning:** Their services encompass strategies for retirement income, tax optimization, and estate planning, all designed to enhance financial security in retirement. – **Corporate Services:** SVWM provides business owners with insights on company pensions, group protection, and various financial products that contribute to business success and employee satisfaction. – **Specialized Services for Medical Professionals:** Understanding the distinct financial challenges faced by doctors and healthcare providers, SVWM offers tailored advice on NHS pensions, private practice management, and tax-efficient investment strategies. **Client Focus:** SVWM serves a wide range of clients, from individual families and professionals to small and medium-sized enterprises. Their client-focused philosophy fosters long-term relationships built on trust, transparency, and a deep understanding of client needs. **Regulation and Philosophy:** As an independent entity, SVWM is free from affiliations with specific product providers, which empowers them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to rigorous regulatory standards. Their guiding principles center around open communication, ethical conduct, and a steadfast commitment to achieving optimal results for their clients. **Location and Contact:** Situated in Oxford, SVWM proudly serves clients throughout the UK, offering flexible meeting options at their office or through virtual consultations for added convenience. Through their comprehensive approach to financial management, SVWM strives to help clients navigate the intricacies of wealth accumulation and preservation, ultimately providing them with peace of mind regarding their financial futures.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading independent financial advisory firm located in Oxford, Oxfordshire. Founded by Jonathan Lawrence, SVWM specializes in providing personalized financial planning and investment advice tailored to each client’s unique needs. As one of the premier financial advisers in Oxfordshire, they emphasize building strong, long-term relationships with their clients based on trust and transparency.
SVWM offers a variety of services to meet the diverse needs of its clients. Their expertise in pensions includes guidance on both personal and workplace options, helping clients secure a comfortable retirement. For those looking to grow their wealth, SVWM’s investment services focus on creating balanced portfolios that align with individual risk profiles. Their retirement planning strategies cover everything from income generation to estate planning, ensuring clients enjoy financial security during their retirement years.
Business owners can also benefit from SVWM’s corporate services, which provide essential advice on company pensions and group protection plans. This support not only promotes business growth but also enhances employee welfare. Additionally, SVWM recognizes the specific financial needs of medical professionals, offering specialized services that address NHS pensions and tax-efficient investment strategies tailored for doctors and other practitioners.
As independent financial advisers in Oxford, SVWM is not tied to any product providers, allowing them to offer impartial advice that truly prioritizes the client’s best interests. They are regulated by the Financial Conduct Authority (FCA), ensuring adherence to high regulatory standards. Their client-centric philosophy revolves around clear communication and ethical practices, aiming to achieve the best possible outcomes for every client.
Located conveniently in Oxford, SVWM serves clients across the UK. They understand the importance of accessibility, often meeting clients at their premises or offering virtual consultations. This flexibility makes it easier for individuals and businesses to receive expert financial advice without any hassle.
In summary, if you’re looking for dedicated financial advisers in Oxfordshire, look no further than Strategic Vision Wealth Management. Their comprehensive financial planning services ensure you can navigate the complexities of wealth management confidently, allowing you to focus on what truly matters: your financial peace of mind.
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