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, stands as a distinguished independent financial advisory firm committed to offering tailored financial planning and investment solutions. Founded by Jonathan Lawrence, SVWM emphasizes a customized approach, ensuring that each client receives advice that aligns with their individual financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM guides clients through personal and workplace pension options, facilitating plans for a secure and enjoyable retirement. – **Investments:** The firm offers expert advice on developing investment portfolios, focused on enhancing wealth while balancing risk in accordance with each client’s risk tolerance. – **Retirement Planning:** SVWM provides comprehensive strategies for retirement income, tax efficiency, and estate planning, all aimed at securing financial stability in later years. – **Corporate Services:** Business owners benefit from SVWM’s insights on company pensions, group protection, and various financial products designed to foster business growth and enhance employee well-being. – **Specialized Services for Medical Professionals:** Understanding the distinct financial challenges faced by healthcare practitioners, SVWM delivers expert advice on NHS pensions, private practice finances, and tax-efficient investment strategies. **Clientele Focus:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized businesses. Their client-focused methodology prioritizes the cultivation of long-term relationships grounded in trust, transparency, and a deep understanding of each client’s needs. **Regulatory Commitment and Philosophy:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, allowing them to deliver unbiased recommendations. Authorized and regulated by the Financial Conduct Authority (FCA), they adhere to rigorous standards of practice. Their philosophy is centered on clear communication, ethical conduct, and a steadfast commitment to achieving optimal outcomes for their clients. **Location and Accessibility:** Situated in Oxford, SVWM offers services to clients throughout the UK, providing the flexibility of in-person meetings at their office or virtual consultations to ensure convenience and accessibility. Through their holistic financial planning services, SVWM empowers clients to navigate the intricate landscape of financial management, from wealth accumulation to preservation, fostering a sense of financial security and peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM), located in Oxfordshire, is a standout choice for those seeking reliable financial advisers in Oxford. The firm focuses on providing tailor-made financial planning and investment advice to meet the unique needs of each client. Founded by Jonathan Lawrence, SVWM emphasizes a personalized approach, which is essential for building trust and understanding in financial relationships.
One of the primary services offered by SVWM is pensions. They guide clients through both personal and workplace pensions, aiming to help individuals secure a comfortable retirement. This service is especially crucial for anyone wanting to ensure they have the necessary funds to enjoy their golden years without financial worry.
Investments are another core area where SVWM excels. The financial advisers in Oxfordshire assist clients in creating investment portfolios that not only strive to grow wealth but also align with individual risk profiles. This means that whether you are a cautious investor or someone willing to take more risks, SVWM can design a strategy that suits you.
Retirement planning goes hand-in-hand with pension services. SVWM provides comprehensive strategies for generating income after retirement, covering aspects like tax planning and estate planning. Their aim is to ensure financial security during what should be the most enjoyable phase of life.
For business owners, SVWM offers corporate services that can significantly enhance employee welfare and support business growth. This includes advice on company pensions and group protection plans, making them one of the go-to financial advisers Oxfordshire businesses can rely on.
Medical professionals also benefit from their specialized services. SVWM recognizes that doctors and practitioners have unique financial needs, such as managing NHS pensions and private practice finances. This targeted approach helps medical professionals make informed decisions that fit their specific requirements.
SVWM serves a diverse range of clients, including individuals, families, and small to medium-sized enterprises. They are committed to clear communication and ethical practices, which are hallmarks of their client-centric philosophy. As independent financial advisers in Oxfordshire, they aren’t tied to any specific product providers, allowing them to offer impartial advice that truly serves clients’ best interests.
Conveniently located in Oxford, SVWM provides services across the UK, meeting clients either in-person or virtually. Their aim is to help individuals navigate the complexities of financial management, ensuring peace of mind in a world where financial decisions can be overwhelming.
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