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 distinguished independent financial advisory firm committed to providing tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM emphasizes a personalized service model, ensuring that every client receives advice customized to their distinct financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM offers expertise in both personal and workplace pension schemes, guiding clients toward a secure and comfortable retirement. – **Investments:** The firm provides tailored advice on investment portfolios, focusing on wealth growth while carefully managing risk in line with individual profiles. – **Retirement Planning:** SVWM develops comprehensive strategies for retirement income, tax optimization, and estate planning, ensuring financial stability in later years. – **Corporate Services:** For business owners, the firm advises on company pension plans, group protection, and various financial products designed to enhance business growth and employee well-being. – **Specialized Services for Healthcare Professionals:** Understanding the unique financial landscape faced by doctors and medical practitioners, SVWM delivers targeted advice on NHS pensions, private practice considerations, and tax-efficient investment strategies. **Client-Centric Approach:** SVWM serves a varied clientele, including individuals, families, medical professionals, and small to medium enterprises. Their client-focused ethos fosters long-lasting relationships grounded in trust, transparency, and mutual understanding. **Regulatory Compliance and Philosophy:** As an independent advisory firm, SVWM is not affiliated with any particular product providers, enabling them to provide unbiased guidance. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to rigorous regulatory standards. Their guiding principles emphasize clear communication, ethical practices, and a dedication to achieving optimal outcomes for their clients. **Location and Accessibility:** Situated in Oxford, SVWM caters to clients throughout the UK, offering the flexibility of in-person meetings or virtual consultations for added convenience and accessibility. Through their all-encompassing financial planning services, SVWM aims to help clients navigate the intricacies of financial management, from wealth accumulation to preservation, promoting financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading independent financial advisory firm located in the heart of Oxford, Oxfordshire. Founded by Jonathan Lawrence, SVWM is dedicated to providing bespoke financial planning and investment advice tailored to meet the unique needs of each client. Their commitment to personalized service sets them apart and makes them one of the top choices for financial advisers in Oxfordshire.
One of the key services offered by SVWM is pension planning. They assist both individuals and businesses in navigating personal and workplace pensions, helping clients prepare for a comfortable retirement. This focus on retirement planning ensures that their clients have a solid strategy in place for income after they stop working, along with important considerations like tax planning and estate planning.
Investment advice is another area where SVWM excels. They guide clients in developing investment portfolios that align with their financial goals and risk tolerance. As financial advisers in Oxford, SVWM aims to grow clients’ wealth while carefully managing their investment risks. This careful approach helps clients feel more secure about their financial future.
Corporate services are also integral to SVWM’s offerings. They provide tailored financial advice to small and medium-sized enterprises, helping business owners with company pensions, group protection, and other financial products that contribute to business growth and employee welfare. This comprehensive support makes them a valuable partner for businesses in Oxfordshire.
Additionally, SVWM recognizes the specialized needs of medical professionals. They offer expert advice on NHS pensions, private practice finance, and tax-efficient investments, making them a go-to choice for doctors and healthcare providers seeking tailored financial solutions. Their understanding of the distinct challenges faced by medical practitioners further demonstrates their expertise as financial advisers in Oxfordshire.
SVWM prides itself on building long-term relationships with clients based on trust and transparency. As an independent firm regulated by the Financial Conduct Authority (FCA), they provide impartial advice without being tied to any specific product providers. This independence allows them to focus solely on the best interests of their clients.
Conveniently located in Oxford, SVWM serves clients across the UK, offering meetings at their office or via virtual consultations. With a commitment to clear communication and ethical practices, Strategic Vision Wealth Management aims to simplify the complexities of financial management, providing clients with peace of mind for their financial future.
Location: