Strategic Vision Wealth Management – Financial Planning Oxfordshire

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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 providing tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM focuses on a personalized approach, ensuring that each client’s financial advice is specifically designed to meet their individual circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM specializes in both personal and workplace pension planning, guiding clients toward a secure and enjoyable retirement. – **Investments:** The firm offers expertise in shaping investment portfolios, with the goal of enhancing clients’ wealth while carefully managing risk in accordance with their personal risk profiles. – **Retirement Planning:** This service encompasses comprehensive strategies for generating retirement income, along with tax and estate planning, to safeguard financial stability in later years. – **Corporate Services:** SVWM provides business owners with strategic advice on company pensions, group protection, and various financial products designed to foster business growth and enhance employee wellbeing. – **Specialist Services for Medical Professionals:** Understanding the distinctive financial challenges faced by healthcare practitioners, SVWM delivers expert guidance on NHS pensions, private practice considerations, and tax-efficient investment options. **Client Focus:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium enterprises. Their client-first philosophy emphasizes building enduring relationships based on trust, transparency, and mutual understanding. **Regulation and Philosophy:** As an independent entity, SVWM is free from affiliations with specific product providers, enabling them to offer unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), adhering to rigorous regulatory standards. Their core principles prioritize clear communication, ethical conduct, and a commitment to achieving optimal results for their clients. **Location and Contact:** Situated in Oxford, SVWM extends its services to clients throughout the UK, utilizing both in-person meetings and virtual consultations to ensure accessibility and convenience. Through their holistic approach to financial management, SVWM empowers clients to navigate the intricacies of wealth accumulation and preservation, ultimately fostering lasting financial peace of mind.

Additional Information:

Strategic Vision Wealth Management (SVWM) is a standout name among financial advisers in Oxfordshire. Based in the charming city of Oxford, this independent financial advisory firm is dedicated to providing tailored financial planning and investment advice to meet the unique needs of each client. Founded by Jonathan Lawrence, SVWM understands that no two financial situations are alike, which is why they prioritize a personalized approach to financial management.

One of the primary services offered by SVWM is pension advice, where they assist clients in navigating both personal and workplace pensions. With their expertise, they help individuals plan for retirement, ensuring they can enjoy a comfortable lifestyle when the time comes. In addition, SVWM offers investment guidance, focusing on creating well-balanced portfolios designed to grow wealth while managing risks. This personalized investment strategy is particularly appealing to those seeking to secure their financial future.

Retirement planning is another vital service provided by SVWM. Their financial advisers in Oxfordshire work with clients to create strategies for income generation, tax planning, and estate management post-retirement. This forward-thinking approach ensures that clients are not only prepared for retirement but also equipped to maintain their financial security throughout their golden years.

For business owners, SVWM has developed corporate services that cater specifically to their needs. This includes advice on company pensions, group protection, and various financial products that can help support business growth and employee welfare. Such tailored services make SVWM a trusted partner for small to medium-sized enterprises looking to enhance their financial strategies.

SVWM also recognizes the unique financial circumstances faced by medical professionals. They offer specialized services for doctors and practitioners, addressing important topics like NHS pensions, private practice finances, and tax-efficient investments. This focus on niche markets further establishes SVWM as a knowledgeable and versatile choice among financial advisers in Oxford.

As an independent firm, SVWM is not tied to specific product providers, allowing them to offer impartial advice. Regulated by the Financial Conduct Authority (FCA), they adhere to strict standards that ensure clients receive the best financial practices. The team at SVWM values clear communication and ethical practices, striving to build long-lasting relationships based on trust and transparency.

Serving clients across the UK, SVWM provides both in-person and virtual consultations, making their services accessible and convenient. Whether you’re seeking retirement planning, investment advice, or specialized financial strategies, SVWM is here to help you achieve financial peace of mind.

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