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 customized financial planning and investment solutions. Founded by Jonathan Lawrence, SVWM is known for its individualized service model, ensuring that each client receives guidance specifically aligned with their financial needs and aspirations. **Service Offerings:** – **Pensions:** SVWM provides expert assistance with both personal and workplace pension plans, facilitating a secure and enjoyable retirement. – **Investments:** The firm offers strategic advice on investment portfolios aimed at wealth growth while balancing risk according to each client’s specific risk tolerance. – **Retirement Planning:** Their services encompass comprehensive strategies for retirement income, tax optimization, and estate planning, all designed to enhance financial stability during retirement years. – **Corporate Services:** For business owners, SVWM delivers insights on company pension schemes, group protection, and various financial products that foster business development and support employee well-being. – **Specialized Services for Medical Professionals:** Understanding the distinctive financial challenges faced by doctors and healthcare providers, SVWM offers tailored advice regarding NHS pensions, private practice finances, and tax-efficient investment strategies. **Client-Centric Approach:** SVWM serves a broad range of clients, including individuals, families, medical professionals, and small to medium-sized businesses. Their client-focused philosophy prioritizes the cultivation of long-term relationships grounded in trust, transparency, and genuine understanding. **Regulatory Compliance and Core Values:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, enabling them to deliver unbiased financial advice. They are fully authorized and regulated by the Financial Conduct Authority (FCA), which ensures adherence to rigorous industry standards. SVWM’s core values emphasize ethical practices, clear communication, and a steadfast commitment to securing the best outcomes for their clients. **Location and Accessibility:** Situated in Oxford, SVWM caters to clients nationwide, offering the flexibility of meetings at their office or through virtual consultations, ensuring accessibility and convenience. Through their comprehensive financial planning services, SVWM empowers clients to adeptly navigate the complexities of financial management, from wealth creation to preservation, promoting lasting financial security and peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading name among financial advisers in Oxfordshire, known for its personalized financial planning and investment advice. Located in the heart of Oxford, this independent advisory firm was founded by Jonathan Lawrence, who believes in a tailored approach to each client’s financial situation. This means that whether you are an individual, family, or business owner, SVWM is dedicated to understanding your unique goals and needs.
One of the key services offered by SVWM is pension planning. They help clients navigate through personal and workplace pensions, ensuring that you can enjoy a comfortable retirement free from financial stress. Additionally, their investment services focus on creating custom portfolios designed to grow your wealth while managing risk—an essential balance for any financial strategy.
Retirement planning is another area where SVWM excels. They provide comprehensive strategies that include income planning, tax advice, and estate planning. This holistic approach ensures you are well-equipped financially for your retirement years, allowing you to focus on what matters most.
For small to medium-sized enterprises, SVWM offers corporate services that include guidance on company pensions and group protection. This support not only promotes business growth but also enhances employee welfare, contributing to a more satisfied and productive workforce. Moreover, SVWM understands the specific financial challenges faced by medical professionals, offering specialized services that include advice on NHS pensions and efficient investment strategies.
What sets SVWM apart from other financial advisers in Oxfordshire is their commitment to building long-term relationships. They prioritize trust and transparency, ensuring that clients always feel informed and empowered to make financial decisions. As independent financial advisers, SVWM is not tied to any specific product providers. This independence allows them to provide unbiased advice that truly serves the best interests of their clients.
Regulated by the Financial Conduct Authority (FCA), SVWM adheres to strict guidelines that ensure high ethical standards and clear communication. Their goal is to simplify the complexities of financial management, helping clients from all walks of life achieve financial peace of mind.
Located in Oxford, SVWM is proud to serve clients throughout the UK, offering both in-person and virtual consultations. If you’re seeking reliable financial advisers in Oxfordshire, look no further than Strategic Vision Wealth Management, where your financial dreams can become a reality.
Location: