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 a premier independent financial advisory firm located in Oxford, Oxfordshire, UK. Founded by Jonathan Lawrence, SVWM is committed to offering tailored financial planning and investment strategies that align with the specific needs and aspirations of each client. **Services Provided:** – **Pensions:** SVWM offers comprehensive support for both personal and workplace pension schemes, guiding clients towards a secure and enjoyable retirement. – **Investments:** The firm provides expert advice on investment portfolios, focusing on wealth growth while carefully balancing risk according to each client’s individual profile. – **Retirement Planning:** SVWM develops strategies for retirement income, tax optimization, and estate planning, ensuring clients’ financial well-being throughout their retirement years. – **Corporate Services:** Business owners can benefit from SVWM’s expertise in company pensions, group protection plans, and various financial products designed to foster business growth and enhance employee benefits. – **Specialized Services for Medical Professionals:** Acknowledging the distinct financial landscape faced by healthcare workers, SVWM delivers specialized guidance on NHS pensions, private practice finances, and tax-efficient investment options. **Client-Centric Approach:** SVWM serves a wide range of clients, including individuals, families, healthcare professionals, and small to medium-sized businesses. Their focus is on building enduring relationships founded on trust, transparency, and a deep understanding of client needs. **Regulatory Framework 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 guiding principles emphasize clear communication, ethical conduct, and a steadfast commitment to achieving optimal results for clients. **Location and Accessibility:** Operating out of Oxford, SVWM extends its services across the UK, offering the flexibility of in-person meetings or virtual consultations to ensure convenience for all clients. Through their holistic approach to financial management, SVWM empowers clients to effectively navigate the complexities of wealth creation and preservation, fostering a sense of financial security and peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a standout among financial advisers in Oxfordshire, offering tailored financial planning and investment advice for individuals and businesses alike. Established by Jonathan Lawrence, SVWM focuses on delivering personalized services that align with each client’s unique financial goals. Whether you’re looking to plan for retirement or grow your investment portfolio, the team is dedicated to understanding your specific needs and providing support every step of the way.
One of the key services offered by SVWM is their expertise in pensions. They assist clients with personal and workplace pensions, ensuring a comfortable retirement is within reach. This is complemented by their retirement planning services, which include strategies for income after leaving work, tax planning, and estate planning. Their aim is to help clients feel secure in their financial future, no matter the stage of life they are in.
For those interested in building their wealth, SVWM provides guidance on investment portfolios tailored to individual risk profiles. Their approach is both strategic and thoughtful, aiming to grow your assets while managing risks effectively. This adaptability makes them one of the preferred financial advisers Oxford financial advisers Oxfordshire residents trust.
SVWM also caters to business owners with their corporate services. They offer advice on company pensions, group protection, and various financial products that support business growth and employee welfare. Additionally, recognizing the unique financial circumstances of medical professionals, SVWM provides specialized services for doctors and medical practitioners, addressing areas like NHS pensions and tax-efficient investments.
With a commitment to nurturing long-term relationships, SVWM emphasizes trust, transparency, and clear communication. As an independent firm regulated by the Financial Conduct Authority (FCA), they are not tied to any specific products, allowing them to offer impartial advice that is in the best interest of their clients.
Located in the vibrant city of Oxford, SVWM serves clients throughout the UK, ensuring access to services through both in-person and virtual consultations. Whether you are an individual, a family, or a small to medium-sized enterprise, Strategic Vision Wealth Management is ready to guide you through the complexities of financial management. Their mission is to provide peace of mind, helping you navigate your financial journey efficiently and confidently.
Location:
