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 providing tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM emphasizes a personalized service, ensuring that every client receives advice customized to their specific financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM guides clients in managing both personal and workplace pension schemes, paving the way for a secure retirement. – **Investments:** The firm offers expert advice on investment portfolios designed to enhance wealth while carefully balancing risk in line with each client’s risk tolerance. – **Retirement Planning:** Their services encompass income strategies for retirement, tax optimization, and estate planning, all aimed at securing financial stability in later years. – **Corporate Services:** Business owners benefit from SVWM’s expertise in company pensions, group protection plans, and various financial products that promote business growth and employee well-being. – **Specialist Services for Medical Professionals:** SVWM recognizes the distinct financial challenges faced by doctors and healthcare practitioners, offering tailored advice on NHS pensions, private practice finances, and tax-efficient investment options. **Client Focus:** SVWM serves a broad range of clients, including individuals, families, healthcare professionals, and small to medium-sized businesses. Their client-centric approach fosters enduring relationships built on trust, transparency, and a deep understanding of each client’s needs. **Regulation and Philosophy:** As an independent advisory firm, SVWM is free from ties to specific product providers, enabling them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), which ensures adherence to rigorous regulatory standards. Their core philosophy prioritizes clear communication, ethical conduct, and a steadfast commitment to securing optimal results for clients. **Location and Contact:** Situated in Oxford, SVWM provides services to clients throughout the UK, offering the flexibility of meetings at their office or through virtual consultations for enhanced convenience and accessibility. Through their comprehensive financial planning services, SVWM aims to empower clients to navigate the complexities of financial management, from wealth accumulation to preservation, ultimately promoting financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading independent firm of financial advisers in Oxfordshire, dedicated to providing tailored financial planning and investment advice. Founded by Jonathan Lawrence, SVWM focuses on understanding each client’s unique financial goals and circumstances. This personalized approach ensures that clients receive the most relevant advice, whether they are planning for retirement or looking to grow their wealth.
One of the standout services SVWM offers is pension planning. The team assists clients in navigating both personal and workplace pensions, empowering them to prepare for a comfortable retirement. This includes strategies to maximize pension contributions and minimize tax implications, ensuring that clients can enjoy their retirement years without financial stress.
In addition to pensions, SVWM specializes in investment guidance. The firm helps clients build diverse investment portfolios that align with their individual risk profiles. By carefully managing risk and focusing on long-term growth, SVWM aims to cultivate wealth for clients while also providing peace of mind. They understand that investment decisions can be complex, and their expert advisers are there to simplify the process.
Retirement planning is also a key focus at SVWM. Clients receive assistance with income strategies during retirement, tax planning, and estate planning. This holistic approach ensures that clients’ financial security extends beyond their working years, providing them with comprehensive solutions tailored to their needs.
For business owners, SVWM offers corporate services that include company pensions and group protection plans. These services are designed to support business growth and enhance employee welfare, making them an invaluable resource for small to medium-sized enterprises.
SVWM also recognizes the specialized financial needs of medical professionals, offering expert advice on NHS pensions, private practice finances, and tax-efficient investments. This targeted service ensures that doctors and medical practitioners receive guidance that considers the unique aspects of their profession.
As one of the trusted financial advisers in Oxford, SVWM emphasizes building long-term relationships with their clients. They operate with a client-centric philosophy, focusing on transparency and ethical practices. Being an independent firm, they provide impartial advice that is not tied to specific product providers, allowing for more personalized recommendations.
Located in Oxfordshire, SVWM serves clients across the UK, offering both in-person and virtual consultations for convenience. With comprehensive financial planning services, Strategic Vision Wealth Management aims to help clients navigate the complexities of financial management, ensuring they achieve their financial dreams with confidence.
Location: