Strategic Vision Wealth Management – Financial Planning Oxfordshire

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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 practice committed to offering tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM takes pride in its bespoke approach, ensuring that every client receives advice customized to their individual financial circumstances and aspirations. **Services Available:** – **Pensions:** SVWM guides clients in managing both personal and workplace pensions, focusing on crafting a secure retirement plan. – **Investments:** The firm offers expert advice on investment portfolios, striving to enhance clients’ wealth while carefully balancing risk to align with their personal risk tolerance. – **Retirement Planning:** This service encompasses strategies for generating retirement income, tax optimization, and estate planning to guarantee financial stability in later years. – **Corporate Services:** Tailored for business owners, SVWM provides insights into company pensions, group protection, and various financial products designed to foster business growth and support employee well-being. – **Specialist Services for Medical Professionals:** Understanding the distinct financial challenges faced by doctors and healthcare practitioners, SVWM delivers specialized guidance on NHS pensions, private practice finances, and tax-efficient investment options. **Client Focus:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-focused approach is centered on nurturing long-term relationships grounded in trust, transparency, and mutual understanding. **Regulation and Philosophy:** As an independent advisory firm, SVWM is free from ties to specific product providers, enabling them to offer unbiased and objective advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring compliance with high regulatory standards. Their philosophy emphasizes clear communication, ethical standards, and a steadfast commitment to securing the best outcomes for their clients. **Location and Contact:** Situated in the heart of Oxford, SVWM caters to clients throughout the UK, providing services either at their office or through convenient virtual consultations. By offering comprehensive financial planning, SVWM assists clients in navigating the complexities of financial management, from wealth creation to preservation, ensuring peace of mind regarding their financial future.

Additional Information:

Strategic Vision Wealth Management (SVWM) is a premier choice for financial advisers in Oxfordshire, dedicated to providing tailored financial planning and investment advice. Founded by Jonathan Lawrence, this independent advisory firm operates out of Oxford and focuses on understanding each client’s unique financial situation. Whether you’re an individual looking to plan for retirement or a business owner seeking corporate services, SVWM ensures a personalized approach that puts your needs first.

One of the standout services offered by SVWM is its pension planning. The firm assists clients with both personal and workplace pensions, guiding them towards a comfortable retirement. They also excel in investment advice, helping clients create and manage portfolios that grow wealth while balancing risk. This ensures that clients can meet their financial aspirations in a way that feels secure and manageable.

Retirement planning is another crucial area where SVWM makes a significant impact. The team provides strategies for generating income in retirement, alongside tax and estate planning services. This comprehensive approach helps clients secure their financial future and manage their assets effectively after they retire. For business owners, SVWM offers specialized corporate services, including advice on company pensions and group protection that supports employee welfare and business growth.

SVWM also recognizes the unique financial needs of medical professionals. Their specialized services cater to doctors and medical practitioners, providing expert advice on NHS pensions, private practice matters, and tax-efficient investments. This niche focus demonstrates SVWM’s commitment to understanding the specific challenges faced by their clients in the medical field.

A key philosophy at SVWM is building long-term relationships based on trust and transparency. As independent financial advisers, they are not tied to any product providers, enabling them to offer impartial advice tailored to their clients’ best interests. Being authorized and regulated by the Financial Conduct Authority (FCA) guarantees that their practices adhere to strict regulatory standards, instilling confidence in their clients.

Located in Oxfordshire, SVWM is accessible to clients across the UK. They often arrange meetings at their offices or offer virtual consultations, making financial planning convenient and straightforward. Ultimately, SVWM aims to help clients navigate the complexities of financial management, ensuring peace of mind through informed decision-making. If you are searching for trusted financial advisers in Oxfordshire, SVWM is here to guide you every step of the way.

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