Strategic Vision Wealth Management – Financial Planning Oxfordshire

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 an independent financial advisory firm committed to offering customized financial planning and investment solutions. Founded by Jonathan Lawrence, SVWM is known for its tailored strategies that reflect each client’s individual financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM supports clients in managing both personal and workplace pensions, focusing on strategies that facilitate a secure retirement. – **Investments:** The firm offers expert guidance on investment portfolios, aiming to enhance clients’ wealth while balancing risk according to their specific risk tolerance. – **Retirement Planning:** Their services encompass comprehensive strategies for retirement income, tax optimization, and estate planning, ensuring lasting financial security. – **Corporate Services:** SVWM assists business owners with company pension schemes, group protection plans, and other financial solutions designed to foster business growth and enhance employee well-being. – **Specialized Services for Medical Professionals:** Understanding the distinct financial requirements of doctors and healthcare practitioners, SVWM provides expert advice on NHS pensions, private practice finances, and tax-efficient investment options. **Client-Centric Approach:** SVWM serves a varied clientele, including individuals, families, medical professionals, and small to medium enterprises. Their focus is on building enduring relationships grounded in trust, transparency, and a deep understanding of client needs. **Regulatory Compliance and Ethical Standards:** As an independent advisory firm, SVWM is not associated with any particular product providers, allowing them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), adhering to rigorous regulatory standards. The firm’s core philosophy emphasizes clear communication, ethical conduct, and a steadfast commitment to securing the best possible outcomes for clients. **Location and Accessibility:** Situated in the heart of Oxford, SVWM proudly serves clients throughout the UK, offering both in-person meetings and virtual consultations for enhanced convenience. Through their extensive financial planning services, SVWM equips clients to navigate the complexities of financial management—from wealth creation to preservation—ultimately aiming to provide peace of mind in their financial journeys.

Additional Information:

Strategic Vision Wealth Management (SVWM) is a top choice when looking for financial advisers in Oxfordshire. Founded by Jonathan Lawrence and based in Oxford, this independent financial advisory firm focuses on providing tailored financial planning and investment advice to its clients. The team at SVWM is dedicated to understanding each client’s unique financial situation, ensuring that their services meet individual goals.

One of the standout services offered by SVWM is pension planning. They help clients navigate both personal and workplace pensions, guiding them towards a comfortable retirement. Their expertise ensures that individuals are well-prepared for the future, no matter what stage of life they are in. Additionally, SVWM provides specialized advice for medical professionals, helping them with NHS pensions and investment strategies that are tax-efficient and suited to their specific needs.

Investment management is another critical area where SVWM excels. As experienced financial advisers in Oxford, they create investment portfolios designed to grow clients’ wealth while also managing risk. This balanced approach helps clients feel secure in their financial decisions, knowing that their investments align with their long-term objectives.

Retirement planning is a comprehensive service provided by SVWM, focusing on income strategies after retirement, tax planning, and estate planning. With careful planning, clients can enjoy financial security and peace of mind during their retirement years. For business owners, SVWM offers corporate services that include advice on company pensions and group protection, promoting both business growth and employee welfare.

SVWM prides itself on building long-term relationships with its diverse clientele, which includes private individuals, families, and small to medium-sized enterprises. Their client-centric approach is rooted in trust and transparency, ensuring that clients always feel informed and involved in their financial journey.

What sets SVWM apart from other financial advisers in Oxfordshire is its independence. Being authorized and regulated by the Financial Conduct Authority (FCA) allows them to provide impartial advice without being tied to specific product providers. This independence fosters a commitment to ethical practices and clear communication, which is vital for achieving the best outcomes for clients.

Conveniently located in Oxford, SVWM serves clients across the UK. They offer both in-person meetings and virtual consultations, making it easy for clients to access their comprehensive financial planning services. Ultimately, SVWM aims to help clients manage their finances effectively, from wealth accumulation to preservation, ensuring their financial peace of mind.

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