Strategic Vision Wealth Management – Financial Planning Oxfordshire

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 strategies that cater to each client’s distinct financial landscape and aspirations. **Services Provided:** – **Pensions:** SVWM guides clients in both personal and workplace pension planning, focusing on strategies that pave the way for a secure and enjoyable retirement. – **Investments:** The firm offers expert advice on creating investment portfolios designed to enhance wealth while balancing risk according to individual preferences. – **Retirement Planning:** SVWM develops comprehensive plans for retirement income, tax optimization, and estate management to ensure clients’ financial stability in their later years. – **Corporate Services:** Business owners benefit from SVWM’s expertise in company pensions, group protection, and other financial solutions that foster growth and support employee welfare. – **Specialized Services for Medical Professionals:** Recognizing the unique financial challenges faced by healthcare practitioners, SVWM provides tailored advice on NHS pensions, private practice financials, and tax-efficient investment options. **Client Focus:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized businesses. Their client-centric model prioritizes building lasting relationships founded on trust, transparency, and a deep understanding of each client’s needs. **Regulation and Philosophy:** As an independent entity, SVWM is free from ties to specific product providers, allowing them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), adhering to high regulatory standards. Their guiding principles emphasize clear communication, ethical conduct, and a dedication to securing the best possible outcomes for clients. **Location and Contact:** Situated in Oxford, SVWM proudly serves clients throughout the UK, offering flexible meeting options either at their office or via virtual consultations for enhanced convenience. Through their thorough financial management services, SVWM empowers clients to navigate the intricacies of wealth accumulation and preservation, fostering a sense of financial security and peace of mind.

Additional Information:

Strategic Vision Wealth Management (SVWM) is a leading independent financial advisory firm based in Oxford, Oxfordshire. Established by Jonathan Lawrence, SVWM stands out among financial advisers in Oxford and Oxfordshire due to its personalized approach to financial planning. The team understands that every client has unique financial needs and goals, which is why they take the time to tailor their advice accordingly.

One of the core services offered by SVWM is pension planning. Whether it’s for personal or workplace pensions, they help clients prepare for a comfortable retirement. Understanding the intricacies of pensions can be challenging, but the knowledgeable advisers at SVWM ensure clients are well-informed and prepared for their future financial security.

In addition to pensions, SVWM specializes in investment advice. They guide clients on creating and managing investment portfolios that align with individual risk profiles. This means that whether you are a cautious investor or someone looking for growth opportunities, SVWM can help you make informed decisions that aim to grow your wealth while managing risk effectively.

Retirement planning is another critical area of focus. SVWM provides strategies for maintaining income during retirement, alongside essential tax and estate planning services. They believe in equipping clients with the necessary tools to ensure financial stability long after they stop working.

For business owners, SVWM offers corporate services that include company pensions and group protection. These services support both business growth and the welfare of employees, showing how SVWM can cater to diverse financial needs.

Moreover, SVWM has a specialized focus on the financial needs of medical professionals. They offer expert advice on NHS pensions, private practice finances, and tax-efficient investment strategies tailored to the unique circumstances of doctors and healthcare practitioners.

As trusted financial advisers in Oxfordshire, SVWM emphasizes building long-term relationships with clients. They prioritize trust, transparency, and clear communication, ensuring that clients feel confident in their financial decisions. Regulated by the Financial Conduct Authority (FCA), SVWM operates independently, which allows them to provide unbiased advice without being tied to specific products.

Conveniently located in Oxford, SVWM serves clients across the UK. Whether through in-person meetings or virtual consultations, they strive to make financial planning accessible to everyone. By navigating the complexities of financial management, SVWM aims to provide peace of mind for clients as they work towards their financial goals.

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