Strategic Vision Wealth Management – Financial Planning Oxfordshire

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 premier independent financial advisory firm committed to offering tailored financial planning and investment services. Founded by Jonathan Lawrence, SVWM distinguishes itself through its personalized approach, ensuring that every client receives customized advice that aligns with their distinct financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM provides expert assistance with personal and workplace pensions, guiding clients in crafting a secure retirement plan. – **Investments:** The firm offers insights into investment portfolios, focusing on wealth growth while balancing risk according to each client’s risk tolerance. – **Retirement Planning:** SVWM develops strategies that encompass income generation in retirement, tax optimization, and estate planning to ensure lasting financial security. – **Corporate Services:** For entrepreneurs, SVWM delivers strategic advice on company pensions, group protection, and various financial products aimed at fostering business growth and enhancing employee benefits. – **Specialist Services for Medical Professionals:** Understanding the unique financial landscape for healthcare providers, SVWM offers bespoke guidance on NHS pensions, private practice finances, and tax-efficient investment strategies. **Client Focus:** SVWM serves a varied clientele, including individuals, families, professionals such as doctors, and small to medium-sized businesses. Their client-centric philosophy prioritizes long-term relationships built on trust, transparency, and a deep understanding of client needs. **Regulation and Philosophy:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, allowing them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), which ensures compliance with rigorous industry standards. Their guiding principles revolve around clear communication, ethical conduct, and a steadfast commitment to achieving optimal outcomes for clients. **Location and Contact:** Based in the heart of Oxford, SVWM caters to clients throughout the UK, often conducting meetings at clients’ locations or via virtual consultations for added convenience and accessibility. Through its comprehensive financial planning services, SVWM strives to empower clients to successfully navigate the complexities of financial management, from wealth accumulation to preservation, ensuring peace of mind for their financial futures.

Additional Information:

Strategic Vision Wealth Management (SVWM) is a trusted name among financial advisers in Oxfordshire. Based in the heart of Oxford, this independent financial advisory firm is committed to providing personalized financial planning and investment advice to clients across the UK. Founded by Jonathan Lawrence, SVWM understands that each client’s financial situation is unique, making their bespoke approach not just effective but essential.

One of the standout services offered by SVWM is pension planning. Whether you’re looking to set up a personal pension or need advice on workplace pensions, they can help you secure a comfortable retirement. Their expertise extends to investments as well, where they guide you in building a portfolio that aligns with your financial goals and risk tolerance. This makes SVWM a go-to choice for those searching for financial advisers in Oxford who prioritize your individual needs.

Retirement planning is another critical area where SVWM excels. They develop strategies that encompass income in retirement, tax planning, and estate planning, ensuring that you have the financial security you need after your working years. For business owners, they offer corporate services, including advice on company pensions and group protection plans, helping to support both business growth and employee welfare.

What sets SVWM apart is their focus on specialized services for medical professionals, such as doctors and NHS staff. They offer tailored financial advice that considers the unique financial challenges faced by medical practitioners, including specific guidance on NHS pensions and tax-efficient investments. As you look for reliable financial advisers in Oxfordshire, this specialized focus can truly make a difference in your financial journey.

SVWM prides itself on building long-term relationships with clients based on trust and transparency. Being an independent firm, they are not tied to any product providers, which allows them to provide impartial and honest advice. They are regulated by the Financial Conduct Authority (FCA), ensuring their practices meet high regulatory standards.

Conveniently located in Oxford, SVWM serves a diverse clientele, from private individuals to small and medium-sized enterprises. They offer flexible meeting options, including in-person consultations and virtual meetings, making it easy to access their expert guidance. With their comprehensive financial planning services, SVWM is dedicated to helping you navigate the complexities of wealth management, offering peace of mind as you work towards your financial goals.

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