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) is an independent financial advisory firm located in Oxford, Oxfordshire, UK. Founded by Jonathan Lawrence, SVWM is committed to providing customized financial planning and investment counsel tailored to the distinct needs and aspirations of each client. **Services Offered:** – **Pensions:** SVWM specializes in both personal and workplace pension solutions, guiding clients to prepare for a financially secure retirement. – **Investments:** The firm offers expert advice on investment strategies, focusing on wealth growth while carefully managing risk based on individual circumstances. – **Retirement Planning:** SVWM develops comprehensive strategies for generating retirement income, effective tax planning, and estate management to ensure lasting financial security. – **Corporate Services:** For business owners, SVWM provides insights on company pensions, group benefits, and financial solutions that promote organizational growth and employee well-being. – **Specialist Services for Medical Professionals:** Understanding the unique financial challenges faced by doctors and healthcare practitioners, SVWM delivers tailored advice on NHS pensions, private practice finances, and tax-efficient investment opportunities. **Client Focus:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized businesses. Their client-focused approach fosters long-term relationships grounded in trust, transparency, and a deep understanding of client needs. **Regulation and Philosophy:** As an independent entity, SVWM is not bound to any specific product providers, enabling them to offer unbiased financial advice. They are authorized and regulated by the Financial Conduct Authority (FCA), adhering to rigorous regulatory standards. Their philosophy emphasizes ethical practices, open communication, and a dedication to achieving optimal outcomes for clients. **Location and Contact:** Situated in the heart of Oxford, SVWM proudly serves clients throughout the UK, offering the flexibility of in-person meetings or virtual consultations for their convenience. Through their holistic financial planning services, SVWM empowers clients to navigate the intricacies of financial management, from wealth accumulation to preservation, ensuring peace of mind and a secure financial future.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a prominent name among financial advisers in Oxfordshire, dedicated to providing personalized financial planning and investment advice. Founded by Jonathan Lawrence, this independent firm operates out of Oxford and aims to tailor its services to meet the unique needs of every client. Whether you’re a private individual, a family, or even a small business, SVWM understands that each financial journey is different and deserves a custom approach.
One of the key services offered by SVWM is pension planning. The team assists clients with both personal and workplace pensions, ensuring a comfortable retirement. They understand the intricacies of the pension landscape and work closely with clients to help them make informed decisions for their future. By focusing on retirement planning, SVWM provides strategies that encompass income generation, tax planning, and estate planning to enhance financial security in retirement.
Investments are another cornerstone of SVWM’s service offerings. The financial advisers at SVWM guide clients in building investment portfolios that align with their risk profiles and financial goals. Their aim is to grow clients’ wealth while carefully managing risks, which is essential for long-term success. With a solid understanding of market dynamics, the team supports clients in navigating the investment landscape confidently.
SVWM also offers specific corporate services tailored to business owners. This includes advice on company pensions and group protection plans, which are vital for supporting employee welfare and promoting business growth. Understanding the unique challenges faced by businesses, SVWM is committed to providing sound financial strategies that can help enhance operational success.
For medical professionals, SVWM stands out with its specialist services. Recognizing the unique financial circumstances of doctors and practitioners, they offer tailored advice on NHS pensions, private practice setups, and tax-efficient investments. This focus on the medical sector exemplifies their commitment to addressing the specific needs of different client groups.
As regulated financial advisers in Oxfordshire, SVWM adheres to a high standard of ethical practices and transparency. This independence allows them to provide unbiased advice, ensuring that clients receive the best possible outcomes. If you’re looking for trusted financial advisers in Oxford or throughout Oxfordshire, SVWM is here to help you navigate the complexities of financial management with ease and confidence.
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