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 dedicated independent financial advisory firm focused on providing tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM is committed to a personalized service that caters to the distinct financial needs and aspirations of each client. **Services Offered:** – **Pensions:** SVWM specializes in both personal and workplace pension planning, guiding clients toward a secure and enjoyable retirement. – **Investments:** The firm offers expert advice on creating investment portfolios designed to enhance wealth while balancing risk according to each individual’s risk tolerance. – **Retirement Planning:** SVWM develops comprehensive strategies covering retirement income, tax efficiency, and estate planning to safeguard financial stability in later years. – **Corporate Services:** For entrepreneurs and business owners, SVWM provides counsel on company pension plans, group protection, and other financial solutions aimed at fostering business growth and supporting employee benefits. – **Specialist Services for Medical Professionals:** Understanding the unique financial landscape of healthcare providers, SVWM offers specialized guidance on NHS pensions, private practice finances, and tax-efficient investment opportunities. **Client Focus:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-focused philosophy emphasizes building long-lasting relationships rooted in trust, transparency, and mutual understanding. **Regulation and Philosophy:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, enabling them to offer unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), adhering to rigorous industry standards. Their core principles encompass clear communication, ethical practices, and a steadfast commitment to achieving optimal financial outcomes for their clients. **Location and Contact:** Operating from their Oxford office, SVWM provides services to clients throughout the UK, accommodating meetings at their office or via virtual consultations for added convenience. Through their holistic approach to financial planning, SVWM strives to empower clients in navigating the complexities of wealth management, from growth to preservation, ultimately ensuring lasting financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM), located in the heart of Oxfordshire, is a trusted name among financial advisers in Oxford. Founded by Jonathan Lawrence, this independent financial advisory firm focuses on providing personalized financial planning and investment advice tailored to each client’s unique needs. SVWM understands that no two financial situations are alike, and they pride themselves on crafting solutions that align with individual goals and circumstances.
One of the key areas SVWM specializes in is retirement planning. Their experienced team helps clients navigate the complexities of pensions, offering guidance on both personal and workplace options. This ensures clients can plan for a comfortable retirement while maximizing their savings potential. Additionally, SVWM provides investment advice aimed at growing wealth while carefully managing associated risks. They take the time to understand each client’s risk profile, allowing for a customized investment approach that suits individual comfort levels.
SVWM also extends its services to corporate clients, offering financial products designed for business growth and employee welfare. Business owners benefit from expert advice on company pensions and group protection plans. Moreover, SVWM recognizes the unique financial needs of medical professionals, providing specialized support for NHS pensions and private practice considerations. This tailored approach makes them stand out among financial advisers in Oxfordshire.
A hallmark of SVWM’s philosophy is their commitment to building long-term relationships with clients. They prioritize trust, transparency, and clear communication, ensuring that clients feel confident in their financial decisions. Being authorized and regulated by the Financial Conduct Authority (FCA), SVWM adheres to strict ethical standards, giving clients peace of mind as they manage their finances.
Convenience is another aspect that SVWM excels in. While they are based in Oxford, their reach extends across the UK, offering both in-person meetings and virtual consultations to accommodate client preferences. This flexibility allows them to serve a diverse clientele, from individuals and families to small businesses, making them a go-to choice among local financial advisers.
In summary, if you’re searching for expert financial advisers in Oxford or throughout Oxfordshire, Strategic Vision Wealth Management is an excellent option. Their comprehensive financial planning services are designed to help clients achieve financial peace of mind, whether it’s through retirement planning, investment strategies, or corporate financial advice.
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