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 the heart of Oxford, Oxfordshire, UK, is a distinguished independent financial advisory firm committed to offering tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM is renowned for its individualized service, ensuring that every client receives personalized advice aligned with their specific financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM specializes in both personal and workplace pension plans, guiding clients toward a secure and enjoyable retirement. – **Investments:** The firm offers expert advice on investment portfolios, focusing on wealth growth while carefully managing risk in accordance with each client’s risk tolerance. – **Retirement Planning:** Their services encompass comprehensive strategies for retirement income, tax optimization, and estate planning, all designed to secure financial well-being after retirement. – **Corporate Services:** SVWM provides tailored financial solutions for business owners, including guidance 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 distinct financial requirements of healthcare practitioners, SVWM offers targeted advice on areas such as NHS pensions, private practice finances, and tax-efficient investment strategies. **Client-Centric Approach:** SVWM serves a wide range of clients, from individuals and families to professionals, such as doctors, and small to medium-sized businesses. Their client-focused methodology prioritizes building long-lasting relationships founded on trust, transparency, and a deep understanding of client needs. **Regulatory Compliance and Core Values:** As an independent entity, SVWM operates free from affiliations with specific product providers, allowing them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), adhering to strict industry standards. Their guiding principles emphasize clear communication, ethical conduct, and a steadfast commitment to achieving optimal results for their clients. **Location and Accessibility:** Situated in Oxford, SVWM proudly serves clients throughout the UK, offering both in-person consultations at their office and virtual meetings to ensure ease of access and convenience. Through their extensive financial planning services, SVWM is dedicated to helping clients expertly navigate the intricacies of financial management, from wealth growth to preservation, ultimately providing peace of mind in their financial journey.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading financial advisory firm located in Oxfordshire, dedicated to providing personalized financial planning and investment advice. Founded by Jonathan Lawrence, SVWM stands out among other financial advisers in Oxford and Oxfordshire due to its commitment to understanding each client’s unique financial situation and goals. This tailor-made approach ensures that clients receive the best strategies to help them achieve their financial objectives.
One of the core services offered by SVWM is pension planning. Whether it’s managing personal pensions or workplace pensions, SVWM helps clients strategize for a comfortable retirement. They emphasize the importance of planning ahead, ensuring that clients can enjoy their golden years without financial stress. Additionally, their investment services focus on creating diversified portfolios that align with individual risk profiles, aiming to grow wealth while minimizing potential risks.
Retirement planning is another key area where SVWM excels. They provide comprehensive strategies for generating income during retirement, alongside essential tax and estate planning services. This holistic view ensures that clients maintain financial security long after they’ve stepped away from their careers. For business owners, the firm offers specialized corporate services, including advice on company pensions and group protection, ensuring that businesses can support their employees while encouraging growth.
SVWM also recognizes the distinct needs of medical professionals. They offer specialized advice tailored to doctors and healthcare practitioners, focusing on NHS pensions, private practice financial planning, and tax-efficient investments. This level of expertise sets SVWM apart from traditional financial advisers in Oxfordshire, allowing them to cater to a diverse clientele that includes families, professionals, and small to medium-sized enterprises.
As independent financial advisers in Oxfordshire, SVWM is not tied to any specific product providers. This independence allows them to offer impartial advice that truly serves the client’s best interests. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring that their practices meet high regulatory standards, which adds an extra layer of trust.
Located in Oxford, SVWM makes it easy for clients across the UK to access their services, whether through in-person meetings or virtual consultations. Their dedication to clear communication and ethical practices is central to their philosophy, helping clients navigate the complexities of financial management with confidence. Ultimately, SVWM aims to provide financial peace of mind, making them a trusted partner in financial planning.
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