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 offering tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM distinguishes itself through its customized service, ensuring that each client receives advice specifically designed to meet their individual financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM guides clients in managing both personal and workplace pensions, helping them secure a comfortable retirement. – **Investments:** The firm offers expert advice on investment portfolios, focusing on wealth growth while balancing risk in alignment with each client’s risk tolerance. – **Retirement Planning:** Their services encompass strategies for generating income during retirement, tax optimization, and estate planning to ensure lasting financial security. – **Corporate Services:** SVWM supports business owners with advice on company pensions, group protection, and various financial products aimed at fostering business expansion and enhancing employee benefits. – **Specialist Services for Medical Professionals:** Acknowledging the specific financial needs of doctors and healthcare providers, SVWM provides specialized counsel on matters such as NHS pensions, private practice finances, and tax-efficient investment strategies. **Client-Centric Approach:** SVWM serves a varied clientele, including individuals, families, professionals such as medical practitioners, and small to medium-sized enterprises. Their client-focused methodology emphasizes building long-term relationships based on trust, transparency, and a thorough understanding of each client’s needs. **Regulatory Compliance and Philosophy:** As an independent advisory firm, SVWM is free from affiliations with particular product providers, enabling them to deliver objective advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to rigorous industry standards. Their core philosophy is centered on clear communication, ethical practice, and a dedication to achieving optimal results for their clients. **Location and Accessibility:** Situated in Oxford, SVWM provides services to clients throughout the UK, frequently meeting them in person or via virtual consultations for added convenience. Through their holistic financial planning services, SVWM empowers clients to navigate the complexities of financial management—from wealth accumulation to preservation—ultimately providing peace of mind in their financial journeys.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a prominent name among financial advisers in Oxfordshire. Located in the heart of Oxford, this independent financial advisory firm focuses on providing personalized financial planning and investment advice tailored to each client’s unique situation. Established by Jonathan Lawrence, SVWM stands out in the crowded market by prioritizing a client-centric approach that builds lasting relationships based on trust and transparency.
When it comes to navigating financial landscapes, SVWM offers a range of services designed to meet diverse needs. Their pension planning services make it easier for clients to prepare for a comfortable retirement, whether it involves personal or workplace pensions. Additionally, SVWM helps clients build and manage investment portfolios to grow their wealth while keeping risk in check according to individual preferences.
Retirement planning is another vital area where SVWM excels. They guide clients through strategies for generating income post-retirement, alongside essential tax and estate planning. For business owners, the firm provides corporate services that include advice on company pensions and employee protection plans, contributing to both business growth and employee welfare. One of the specialized offerings from SVWM is their tailored advice for medical professionals, addressing the specific financial needs of doctors and NHS employees with expert insights on NHS pensions and tax-efficient investments.
SVWM’s dedication to providing tailored advice makes them one of the top financial advisers in Oxford. Their commitment to clear communication and ethical practices ensures that clients receive the best possible outcomes. As they are regulated by the Financial Conduct Authority (FCA), clients can rest easy knowing that they are dealing with a trustworthy firm that adheres to high regulatory standards.
Serving clients across the UK, SVWM offers the flexibility of meeting clients either at their Oxford office or through virtual consultations. This accessibility is crucial for busy professionals and families alike. By focusing on comprehensive financial planning, SVWM helps clients manage everything from wealth accumulation to preservation, providing peace of mind in an ever-changing financial world. Whether you’re in Oxford or elsewhere in Oxfordshire, choosing the right financial advisers is essential, and SVWM stands ready to assist with all your financial planning needs.
Location: