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 providing tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM distinguishes itself through its personalized service, ensuring that every client receives advice that aligns with their distinct financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM guides clients in navigating both personal and workplace pensions, facilitating a secure and enjoyable retirement. – **Investments:** The firm offers expert advice on investment portfolios, focusing on wealth growth while carefully managing risk according to individual profiles. – **Retirement Planning:** Clients benefit from comprehensive strategies encompassing retirement income, tax planning, and estate management to secure their financial future. – **Corporate Services:** For business owners, SVWM provides insights on company pensions, group protection, and various financial products that promote business development and employee welfare. – **Specialized Services for Medical Professionals:** Understanding the distinct financial demands of doctors and healthcare practitioners, SVWM delivers expert 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 enterprises. Their focus on building lasting relationships is anchored in trust, transparency, and a deep understanding of clients’ needs. **Regulation and Ethical Standards:** As an independent advisory firm, SVWM is not bound to any specific product providers, enabling them to offer unbiased advice. They are regulated by the Financial Conduct Authority (FCA), ensuring adherence to high regulatory standards. Their core philosophy emphasizes ethical practices, clear communication, and a steadfast commitment to achieving optimal results for their clients. **Location and Accessibility:** Situated in Oxford, SVWM caters to clients throughout the UK, often meeting in person at their offices or through virtual consultations to ensure convenience and accessibility. Through their holistic approach to financial management, SVWM assists clients in navigating the complexities of wealth accumulation, preservation, and ultimately, achieving financial tranquility.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading choice among financial advisers in Oxfordshire, offering a personalized approach to financial planning. Located in the heart of Oxford, SVWM is dedicated to understanding the unique financial situations and goals of each client. Founded by Jonathan Lawrence, this independent firm prides itself on providing tailored investment advice and planning services that cater to a diverse range of individuals, families, and businesses.
One of the standout services SVWM offers is pension planning. They assist clients with both personal and workplace pensions, guiding them toward a secure and comfortable retirement. By working closely with clients, these financial advisers in Oxford help create strategies that align with individual retirement goals, ensuring clients are well-prepared for the future.
In addition to pensions, SVWM specializes in investment management. Their team provides expert guidance on building and managing investment portfolios that aim to grow wealth while considering each client’s risk tolerance. This balanced approach ensures that clients are not only looking for returns but also for a strategy that protects their investments over time.
Retirement planning is another key focus at SVWM. They understand that financial security post-retirement is crucial, which is why they offer comprehensive strategies for income generation, tax planning, and estate planning. These services help clients navigate the complexities of financial management, creating a roadmap to ensure long-term comfort.
For business owners, SVWM provides corporate services that include advice on company pensions and employee welfare. These financial advisers in Oxfordshire support small to medium-sized enterprises in growing their businesses while ensuring their employees are well taken care of. This holistic approach benefits both the business and its workforce, contributing to overall success.
SVWM is also proud to offer specialist services for medical professionals. Recognizing that doctors and practitioners have unique financial needs, they provide tailored advice on NHS pensions, private practice options, and tax-efficient investment strategies. This focus on specific professions sets SVWM apart as a go-to choice for financial advisers in Oxford.
As an independent firm regulated by the Financial Conduct Authority, SVWM brings a commitment to ethical practices and clear communication. Their client-centric philosophy fosters long-term relationships based on trust and transparency. Whether meeting clients in person or via virtual consultations, SVWM is dedicated to helping clients achieve financial peace of mind across Oxfordshire and beyond.
Location: