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), located in Oxford, Oxfordshire, UK, is an independent financial advisory firm committed to offering customized financial planning and investment guidance. Founded by Jonathan Lawrence, SVWM distinguishes itself through its tailored approach, ensuring that each client receives advice specifically designed for their individual financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM specializes in both personal and workplace pension solutions, aiding clients in preparing for a secure and enjoyable retirement. – **Investments:** They offer expert advice on investment portfolios, focusing on wealth growth while aligning with each client’s risk tolerance. – **Retirement Planning:** Their services encompass strategies for retirement income, tax management, and estate planning, all aimed at fostering financial stability in retirement. – **Corporate Solutions:** SVWM provides business owners with guidance on company pensions, group protection, and various financial products to enhance business growth and support employee welfare. – **Specialized Services for Healthcare Professionals:** Understanding the distinctive financial challenges faced by doctors and medical practitioners, SVWM delivers tailored advice on NHS pensions, private practice matters, and tax-efficient investment options. **Client-Centric Approach:** SVWM serves a wide range of clients, including individuals, families, healthcare professionals, and small to medium-sized enterprises. Their client-focused philosophy fosters long-term relationships grounded in trust, transparency, and a deep understanding of each client’s needs. **Regulatory Commitment and Philosophy:** As an independent entity, SVWM is free from affiliations with specific product providers, ensuring that their advice remains unbiased. They are authorized and regulated by the Financial Conduct Authority (FCA), which guarantees that they adhere to rigorous regulatory standards. Their core philosophy emphasizes clear communication, ethical conduct, and a steadfast commitment to securing the best possible outcomes for their clients. **Location and Accessibility:** Situated in Oxford, SVWM caters to clients throughout the UK, utilizing both in-person meetings and virtual consultations to ensure convenience and accessibility. Through their comprehensive financial planning services, SVWM strives to guide clients through the intricacies of financial management—from wealth accumulation to preservation—ultimately providing them with peace of mind regarding their financial future.

Additional Information:

Strategic Vision Wealth Management (SVWM) is a leading independent financial advisory firm located in Oxfordshire. With a focus on personalized financial planning, SVWM tailors its services to meet the unique needs of each client. Founded by Jonathan Lawrence, the firm is known for its commitment to building long-term relationships based on trust and transparency. As one of the go-to financial advisers in Oxford, they aim to help clients achieve their financial goals through a client-centric approach.

SVWM offers a range of services, including pensions, investments, retirement planning, and corporate services. They assist clients with both personal and workplace pensions, helping them plan for a comfortable retirement. Additionally, their investment guidance focuses on creating portfolios that align with individual risk profiles, ensuring that clients can grow their wealth while managing potential risks effectively. This comprehensive approach to financial planning is what sets SVWM apart as one of the top financial advisers in Oxfordshire.

For business owners, SVWM provides corporate services that include company pensions and group protection. These offerings not only support business growth but also prioritize employee welfare. Moreover, SVWM recognizes the specific financial needs of medical professionals. They offer specialized advice on NHS pensions, private practice considerations, and tax-efficient investment strategies, making them a reliable choice for those in the healthcare sector.

The firm’s philosophy is rooted in ethical practices and clear communication. Being independent, SVWM is not tied to any specific product providers, which allows them to offer impartial advice tailored to clients’ best interests. Their practices are regulated by the Financial Conduct Authority (FCA), ensuring that they adhere to strict regulatory standards. This commitment to ethical practices is a significant reason why many consider SVWM as trusted financial advisers in Oxford and beyond.

Located in the heart of Oxfordshire, SVWM serves clients throughout the UK, offering both in-person and virtual consultations. This flexibility ensures that clients receive convenient access to quality financial advice. By navigating the complexities of financial management, SVWM aims to provide financial peace of mind, helping clients move confidently toward their goals. With their comprehensive suite of services, they stand out as one of the leading financial advisers in Oxfordshire, ready to guide you on your financial journey.

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