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 an independent financial advisory firm that specializes in personalized financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM is committed to offering tailored advice that aligns with the unique financial circumstances and aspirations of each client. **Services Provided:** – **Pensions:** SVWM guides clients through the intricacies of both personal and workplace pensions, focusing on strategies that pave the way for a secure retirement. – **Investments:** The firm offers expert advice on constructing investment portfolios designed to enhance wealth while carefully managing risks in accordance with individual risk appetites. – **Retirement Planning:** SVWM develops comprehensive plans for retirement income, tax strategies, and estate planning, ensuring clients enjoy financial stability after they retire. – **Corporate Services:** For business owners, SVWM provides insights into company pensions, group protection plans, and other financial solutions that foster business growth and support employee well-being. – **Specialized Services for Medical Professionals:** Acknowledging the distinct financial challenges faced by healthcare practitioners, SVWM offers tailored guidance on NHS pensions, private practice finances, and tax-efficient investment options. **Client Orientation:** SVWM serves a varied clientele, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-focused philosophy is rooted in building enduring relationships founded on trust, transparency, and a deep understanding of each client’s needs. **Regulatory Standards and Values:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, enabling them to deliver unbiased advice. They are fully authorized and regulated by the Financial Conduct Authority (FCA), which upholds the highest standards of regulatory compliance. Their core values emphasize clear communication, ethical conduct, and a steadfast commitment to achieving optimal results for their clients. **Location and Accessibility:** Situated in the heart of Oxford, SVWM proudly serves clients throughout the UK, offering the flexibility of in-person meetings or virtual consultations for added convenience. Through their all-encompassing approach to financial planning, SVWM empowers clients to navigate the complexities of managing their finances, from wealth accumulation to preservation, ultimately fostering financial peace of mind.

Additional Information:

Strategic Vision Wealth Management (SVWM) is an independent financial advisory firm located in Oxfordshire, UK. Founded by Jonathan Lawrence, SVWM specializes in financial planning that is tailored to meet the unique needs of each client. This personalized approach is what sets them apart as trusted financial advisers in Oxford and across Oxfordshire.

One of the key services offered by SVWM is pension planning. They help clients navigate both personal and workplace pensions, ensuring that each individual has a solid plan for a comfortable retirement. By understanding the specific goals and financial situations of their clients, SVWM aims to provide clarity and confidence for the future.

Investments are another area where SVWM excels. Their financial advisers in Oxfordshire guide clients in building investment portfolios that grow wealth while managing risk. By taking into account individual risk profiles, they help clients make informed decisions about their investments, contributing to long-term financial success.

Retirement planning is a crucial service as well. SVWM offers comprehensive strategies for generating income during retirement, tax planning, and estate planning. This ensures that clients can enjoy financial security and peace of mind in their later years. They also provide corporate services, offering valuable advice for business owners on company pensions and employee protection plans that support both business growth and staff welfare.

Specialized services for medical professionals are a standout feature of SVWM. Understanding the unique financial landscapes that doctors and medical practitioners navigate, they offer tailored advice on NHS pensions and private practice investments. This niche expertise makes them a go-to resource for medical professionals in need of financial guidance.

At the core of SVWM’s philosophy is a commitment to building long-term relationships based on trust and transparency. They cater to a diverse range of clients, including families and small to medium-sized enterprises, ensuring that everyone receives the same high level of service. As authorized and regulated by the Financial Conduct Authority (FCA), SVWM adheres to stringent regulatory standards.

If you’re looking for dedicated financial advisers in Oxfordshire, SVWM is ready to assist you. With a focus on clear communication and ethical practices, they are committed to helping clients navigate the complexities of financial management. Whether in person or through virtual consultations, SVWM is here to ensure that your financial future is secure and well-managed.

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