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 offering tailored financial planning and investment solutions. Founded by Jonathan Lawrence, SVWM is dedicated to a personalized service model, ensuring that each client receives guidance that reflects their individual financial circumstances and aspirations. **Service Offerings:** – **Pensions:** SVWM supports clients in navigating both personal and workplace pension options, assisting them in crafting a strategy for a secure and enjoyable retirement. – **Investments:** Their team provides expert advice on investment portfolios, aimed at growing wealth while carefully managing risk based on each client’s specific risk appetite. – **Retirement Planning:** SVWM develops comprehensive strategies for retirement income, tax optimization, and estate planning, all designed to secure clients’ financial futures post-retirement. – **Corporate Services:** For business owners, SVWM delivers insights on company pensions, group protection, and a range of financial products tailored to foster business growth and enhance employee well-being. – **Specialist Services for Medical Professionals:** Understanding the distinct financial challenges faced by doctors and healthcare practitioners, SVWM offers specialized guidance on NHS pensions, private practice considerations, 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 client-focused philosophy prioritizes building long-term relationships grounded in trust, transparency, and mutual understanding. **Regulatory Compliance and Ethical Standards:** As an independent advisory entity, SVWM is not affiliated with any specific product providers, enabling them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to rigorous regulatory standards. Their core principles emphasize open communication, ethical conduct, and a steadfast commitment to securing the best outcomes for clients. **Location and Accessibility:** Situated in Oxford, SVWM extends its services to clients throughout the UK, often accommodating meetings at clients’ locations or through virtual consultations to enhance convenience and accessibility. Through its comprehensive financial planning services, SVWM strives to guide clients through the intricate landscape of financial management, from wealth accumulation to preservation, ultimately fostering a sense of financial security and peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a well-regarded independent financial advisory firm based in Oxford, Oxfordshire. Founded by Jonathan Lawrence, SVWM specializes in providing bespoke financial planning and investment advice designed to meet the diverse needs of its clients. Whether you are an individual, a family, or a small business owner, having knowledgeable financial advisers in Oxfordshire can make a significant difference in achieving your financial goals.
One of the key services offered by SVWM is their expertise in pensions. They help clients with both personal and workplace pensions, ensuring that you have a solid plan for a comfortable retirement. Planning for retirement can be daunting, but with experienced financial advisers from Oxford guiding you, it becomes much more manageable. They also provide tailored investment advice, assisting clients in building portfolios that grow wealth while balancing risks based on individual risk profiles.
Retirement planning is another area where SVWM excels. Their professionals offer strategies to ensure you have a stable income during retirement, along with tax planning and estate planning services. This holistic approach secures your financial future, allowing you to enjoy your retirement years without monetary stress. For business owners, SVWM’s corporate services, like company pensions and group protection, help support both business growth and employee welfare.
SVWM also recognizes the unique financial situations that medical professionals face. They offer specialized services tailored to doctors and other medical practitioners, including guidance on NHS pensions and tax-efficient investments. This niche expertise sets them apart, making them some of the best financial advisers in Oxfordshire for those in the healthcare sector.
What truly distinguishes SVWM is its client-centric philosophy. They work hard to build long-term relationships based on trust, transparency, and a deep understanding of each client’s unique needs. As independent financial advisers, they are not tied to any specific product providers, allowing them to offer impartial advice that prioritizes your best interests.
Located in Oxford, SVWM serves clients across the UK, offering both in-person meetings and virtual consultations to enhance convenience. Their goal is to help individuals and businesses navigate the complexities of financial management, ensuring financial peace of mind for every client. If you’re looking for expert financial advisers in Oxfordshire, consider reaching out to Strategic Vision Wealth Management to get started on your financial journey.
Location: