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 offering tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM distinguishes itself through a personalized approach, ensuring that each client receives customized advice that aligns with their specific financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM supports clients in navigating both personal and workplace pensions, helping to secure a comfortable retirement. – **Investments:** The firm offers expert guidance on investment portfolios, focusing on wealth growth while balancing risk according to each client’s profile. – **Retirement Planning:** This includes comprehensive strategies for generating income during retirement, along with tax and estate planning to safeguard financial stability. – **Corporate Services:** For business owners, SVWM provides insights on company pensions, group protection plans, and other financial solutions that promote organizational growth and employee welfare. – **Specialized Services for Medical Professionals:** Understanding the distinct financial needs of doctors and healthcare practitioners, SVWM offers targeted advice on NHS pensions, private practice finances, and tax-efficient investment options. **Client Focus:** SVWM serves a varied clientele, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-centric approach prioritizes the establishment of long-lasting relationships founded on trust, transparency, and mutual understanding. **Regulation and Philosophy:** As an independent advisory firm, SVWM is free from ties to specific product providers, enabling them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), adhering to rigorous regulatory standards. The firm’s philosophy emphasizes clear communication, ethical practices, and a steadfast commitment to achieving optimal outcomes for clients. **Location and Contact:** Headquartered in Oxford, SVWM provides financial advisory services to clients throughout the UK, often meeting in person or through virtual consultations to ensure convenience and accessibility. Through its comprehensive financial planning services, SVWM empowers clients to navigate the complexities of financial management, from wealth accumulation to preservation, ultimately fostering financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading name among financial advisers in Oxfordshire, providing personalized financial planning and investment advice. Located in the heart of Oxford, this independent firm, founded by Jonathan Lawrence, places a strong emphasis on understanding each client’s unique financial situation. This tailored approach ensures that all clients receive solutions that align with their individual goals and aspirations.
SVWM offers a wide range of services, including pension planning, investment strategies, and retirement planning. Their expertise in managing both personal and workplace pensions helps clients build a secure future for their retirement. As financial advisers in Oxfordshire, they also excel in developing investment portfolios designed to grow wealth while carefully managing risk, allowing clients to feel confident about their financial choices.
For business owners, SVWM provides corporate services that support company growth and employee wellbeing. This includes advice on company pensions and group protection plans, ensuring that businesses can thrive while looking after their team. Additionally, SVWM has a deep understanding of the financial needs of medical professionals, offering specialized services tailored to doctors and practitioners, including guidance on NHS pensions and tax-efficient investments.
Building long-term relationships is at the core of SVWM’s philosophy. They prioritize trust, transparency, and effective communication, which makes them stand out among financial advisers in Oxford. Their client-centric approach caters to a diverse range of clients, from families to small and medium-sized enterprises, ensuring everyone receives the attention they deserve.
Being an independent firm means SVWM is not tied to any specific product providers, allowing them to offer impartial advice aimed at achieving the best outcomes for clients. They are regulated by the Financial Conduct Authority (FCA), which ensures their practices adhere to high standards of ethics and professionalism. This commitment to regulatory compliance further cements their reputation in the financial advisory landscape.
With their convenient location in Oxford, SVWM serves clients across the UK, often through virtual consultations. This accessibility is a key advantage for busy clients seeking reliable financial advisers in Oxfordshire. By focusing on comprehensive financial planning, SVWM helps individuals and businesses alike navigate the complexities of wealth management, all while fostering peace of mind for a secure financial future.
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