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 emphasizes a personalized service model, ensuring that every client receives guidance specifically aligned with their individual financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM supports clients with both personal and workplace pension schemes, helping them design a roadmap for a secure and fulfilling retirement. – **Investments:** The firm offers expert advice on crafting investment portfolios aimed at enhancing wealth while carefully managing risk in accordance with each client’s risk tolerance. – **Retirement Planning:** This service encompasses strategies for generating retirement income, tax optimization, and estate planning, all designed to secure financial stability during retirement. – **Corporate Services:** SVWM extends its expertise to business owners, advising on company pensions, group protection plans, and other financial solutions that foster business growth and employee welfare. – **Specialized Services for Medical Professionals:** Acknowledging the distinct financial challenges faced by doctors and healthcare practitioners, SVWM provides focused advice on NHS pensions, private practice finances, and tax-efficient investment strategies. **Client-Centric Approach:** SVWM serves a wide-ranging clientele, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-first philosophy is rooted in establishing lasting relationships based on trust, transparency, and a deep understanding of client needs. **Ethics and Regulation:** As an independent firm, SVWM is free from ties to specific product providers, enabling them to deliver unbiased advice. They are fully authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to rigorous regulatory standards. Their core philosophy emphasizes clear communication, ethical conduct, and a steadfast commitment to achieving optimal results for clients. **Location and Accessibility:** Situated in Oxford, SVWM offers its services to clients throughout the UK, often conducting meetings at client locations or through virtual consultations for enhanced convenience. Through their holistic approach to financial management, SVWM is dedicated to guiding clients through the complexities of wealth accumulation and preservation, striving to provide lasting financial peace of mind.

Additional Information:

Strategic Vision Wealth Management (SVWM) is a leading name among financial advisers in Oxfordshire, offering personalized financial planning and investment advice. Located in the heart of Oxford, this independent firm was established by Jonathan Lawrence and is committed to providing tailored services that meet the unique financial needs of each client. SVWM believes that no two financial situations are alike, and they focus on creating solutions that align perfectly with individual goals.

One of the standout services offered by SVWM is their pension planning. They help clients navigate both personal and workplace pensions to ensure a smooth transition into retirement. Many people worry about their financial security as they age, but with SVWM’s expert guidance, clients can plan ahead and enjoy peace of mind. Additionally, their investment services are designed to grow wealth while managing risk according to each person’s risk profile, creating a balanced and effective investment portfolio.

Retirement planning is another crucial aspect of the services provided by SVWM. They offer strategies that encompass income planning, tax management, and estate planning, all aimed at securing a financially stable future. For business owners, SVWM provides valuable corporate services, including advice on company pensions and group protection. This comprehensive approach not only supports business growth but also enhances employee welfare.

Recognizing the distinct challenges faced by medical professionals, SVWM offers specialized services tailored specifically for doctors and practitioners. They understand the complexities of NHS pensions and private practice finances, offering tax-efficient investment strategies that cater to the unique needs of medical professionals. This focus has made them a trusted choice among financial advisers in Oxford and surrounding areas.

SVWM prioritizes building long-term relationships with clients, rooted in trust and transparency. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring that clients receive impartial and high-quality advice. With their client-centric philosophy, SVWM stands out among financial advisers in Oxfordshire, always striving to achieve the best possible outcomes for their clients.

Conveniently situated in Oxford, SVWM serves clients throughout the UK. They offer both in-person meetings and virtual consultations, making it easier for clients to access their expert financial planning services. Whether you are looking to accumulate wealth or preserve it, SVWM is dedicated to guiding you through every step of your financial journey.

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