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 is renowned for its tailored approach, ensuring that each client receives advice specifically aligned with their individual financial circumstances and aspirations. ### Services Provided: – **Pensions:** SVWM guides clients in navigating both personal and workplace pension options, aiding them in their journey toward a secure and comfortable retirement. – **Investments:** The firm offers expert advice on investment portfolios designed to enhance clients’ wealth while effectively managing risk in accordance with their unique profiles. – **Retirement Planning:** Their comprehensive retirement strategies encompass income planning, tax optimization, and estate planning, all aimed at securing financial stability in retirement. – **Corporate Services:** For business owners, SVWM delivers tailored advice on corporate pensions, group protection, and various financial products that promote business development and employee well-being. – **Specialist Services for Medical Professionals:** Understanding the distinct financial needs of healthcare providers, SVWM offers specialized guidance on NHS pensions, private practice considerations, and tax-efficient investment strategies. ### Client-Centric Focus: SVWM serves a wide array of clients, including individuals, families, healthcare professionals, and small to medium-sized businesses. Their client-centered philosophy prioritizes the establishment of enduring relationships founded on trust, transparency, and a deep understanding of each client’s needs. ### Regulatory Compliance and Core Values: As an independent entity, SVWM is free from affiliations with specific product providers, enabling them to offer unbiased advice. 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 steadfast commitment to achieving optimal results for their clients. ### Location and Accessibility: Situated in Oxford, SVWM proudly serves clients throughout the UK, offering the convenience of in-person meetings or virtual consultations to ensure accessibility and ease of communication. Through their holistic financial planning services, SVWM is dedicated to helping clients successfully navigate the intricacies of financial management—from wealth accumulation to preservation—providing peace of mind and financial security.
Additional Information:
Strategic Vision Wealth Management (SVWM) is one of the leading financial advisers in Oxfordshire, dedicated to helping clients achieve their financial goals through tailored financial planning. Based in the historic city of Oxford, SVWM offers a personalized approach, ensuring that each individual receives advice suited to their unique financial situation. Whether you are planning for retirement, investing, or managing corporate finances, SVWM has the expertise to guide you through the process.
One of the standout services provided by SVWM is their pension advisory, catering to both personal and workplace pensions. This service is crucial for anyone looking to secure a comfortable retirement. The financial advisers at SVWM take the time to understand your retirement aspirations, guiding you on how to effectively plan for the future while ensuring your savings work hard for you.
Investment guidance is another key area where SVWM excels. As knowledgeable financial advisers in Oxford, they help clients build investment portfolios that align with their risk tolerance and long-term goals. Whether you’re a seasoned investor or just starting, their team is committed to managing your wealth while minimizing risks. This is particularly beneficial in today’s ever-changing financial landscape.
When it comes to retirement planning, SVWM covers all bases. Their strategies encompass income generation in retirement, tax planning, and estate planning, ensuring that you can enjoy financial security post-retirement. Their comprehensive approach allows clients to retire with peace of mind, knowing that they have a solid plan in place.
SVWM also recognizes the unique needs of medical professionals, offering specialized services that cater to doctors and other practitioners. From navigating NHS pensions to optimizing tax-efficient investments, their tailored advice stands out among financial advisers in Oxfordshire, making them a trusted partner for those in the medical field.
With a philosophy grounded in trust and transparency, SVWM prioritizes long-term relationships with their clients. They are regulated by the Financial Conduct Authority (FCA), ensuring adherence to the highest standards of ethical practice. By choosing SVWM as your financial advisers, you are not just getting advice; you are gaining a dedicated partner in your financial journey.
Conveniently located in Oxford, SVWM serves clients across the UK, offering both in-person meetings and virtual consultations. This flexibility allows them to meet your needs no matter where you are located, making them a top choice for financial planning in Oxfordshire. If you’re looking for expert financial advisers to help you navigate your financial future, look no further than Strategic Vision Wealth Management.
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