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 customized financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM emphasizes a personalized methodology, ensuring that each client receives tailored advice that aligns with their distinct financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM offers guidance on both personal and workplace pension schemes, assisting clients in crafting a secure retirement plan. – **Investments:** The firm provides expert advice on investment portfolios, focusing on wealth growth while carefully managing risk based on individual risk tolerance. – **Retirement Planning:** Their services encompass strategies for retirement income, tax optimization, and estate planning, all aimed at securing financial stability after retirement. – **Corporate Services:** SVWM supports business owners with advice on company pensions, group protection plans, and other financial products essential for business development and employee well-being. – **Specialist Services for Healthcare Professionals:** Understanding the specific financial requirements of doctors and medical practitioners, SVWM offers specialized insights on NHS pensions, private practice finances, and tax-efficient investment options. **Client-Centric Approach:** SVWM serves a varied clientele, including individuals, families, healthcare professionals, and small to medium-sized businesses. Their focus is on fostering long-term relationships grounded in trust, transparency, and a comprehensive understanding of client needs. **Regulatory Standards and Philosophy:** As an independent advisory firm, SVWM is not tied to any particular product providers, which enables them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring compliance with rigorous regulatory requirements. Their core philosophy is centered around open communication, ethical conduct, and a dedication to achieving optimal results for their clients. **Location and Accessibility:** Situated in the heart of Oxford, SVWM caters to clients throughout the UK, offering both in-person meetings and virtual consultations to enhance convenience and accessibility. Through their holistic financial planning services, SVWM strives to empower clients to navigate the intricacies of financial management, from wealth accumulation to preservation, ultimately fostering financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM), located in Oxford, Oxfordshire, is a trusted name among local financial advisers. Their commitment to delivering personalized financial planning and investment advice makes them stand out in the competitive landscape of financial advisers in Oxfordshire. Founded by Jonathan Lawrence, SVWM focuses on understanding each client’s unique financial situation, which allows them to provide tailored solutions that meet individual goals.
SVWM offers a wide range of services, including assistance with pensions, investments, and retirement planning. Whether you’re looking to build wealth or ensure a comfortable retirement, their financial advisers in Oxford will guide you every step of the way. For personal and workplace pensions, they help clients navigate their options to maximize their retirement income. Their investment strategies prioritize both growth and risk management, aligned specifically with each client’s risk tolerance.
In addition to working with individuals, SVWM understands the needs of corporate clients. They provide specialized services for small to medium-sized enterprises, including advice on company pensions and group protection plans that support employee welfare. Their expertise extends to medical professionals, offering tailored financial guidance that addresses the complexities of NHS pensions and private practice finances.
Building long-term relationships based on trust is a core value at SVWM. They prioritize clear communication and transparency, ensuring clients feel informed and confident in their financial decisions. As independent financial advisers in Oxfordshire, SVWM is not tied to any specific product providers, which allows them to give unbiased advice that truly serves their clients’ best interests.
Regulated by the Financial Conduct Authority (FCA), SVWM upholds strict ethical standards in all their practices. This commitment to quality means clients can have peace of mind knowing their financial future is in capable hands.
Located in Oxford, SVWM is easily accessible to clients across the UK, providing both in-person meetings and virtual consultations. This flexibility allows them to cater to clients’ needs, further enhancing their reputation as one of the top financial advisers in Oxfordshire. With their comprehensive approach to financial planning, SVWM aims to help clients navigate the complexities of wealth management, ensuring a secure financial future for all.
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