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 solutions. Founded by Jonathan Lawrence, SVWM emphasizes a personalized approach, ensuring that every client receives advice specifically designed to meet their individual financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM guides clients through personal and workplace pension options, facilitating plans that pave the way for a secure and enjoyable retirement. – **Investments:** They offer expert advice on investment portfolios, focusing on wealth growth while carefully managing risk based on each client’s unique risk tolerance. – **Retirement Planning:** Their comprehensive strategies include income planning for retirement, tax optimization, and estate planning, all aimed at ensuring long-term financial stability. – **Corporate Services:** SVWM provides business owners with insights on company pensions, group protection, and various financial products designed to enhance business growth and employee welfare. – **Specialist Services for Medical Professionals:** Understanding the specific financial challenges faced by healthcare practitioners, SVWM offers expert guidance on NHS pensions, private practice finances, and tax-efficient investment strategies. **Client Focus:** SVWM serves a wide array of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-focused philosophy fosters long-term relationships built on trust, transparency, and mutual understanding. **Regulation and Philosophy:** As an independent entity, SVWM is free from ties to any product providers, which empowers them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to the highest regulatory standards. SVWM’s core values emphasize clear communication, ethical practices, and a dedication to delivering optimal outcomes for their clients. **Location and Contact:** Situated in the heart of Oxford, SVWM offers services to clients throughout the UK, often providing the flexibility of meetings at their office or via virtual consultations to enhance accessibility. Through their holistic approach to financial planning, SVWM strives to help clients effectively manage the complexities of their financial journeys, from wealth accumulation to preservation, fostering peace of mind in their financial futures.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a well-regarded independent financial advisory firm based in Oxford, Oxfordshire. Led by Jonathan Lawrence, this firm is dedicated to providing bespoke financial planning and investment advice tailored to each client’s unique needs and goals. Their commitment to personalized service sets them apart from other financial advisers in Oxford and Oxfordshire.
One of the key services offered by SVWM is pension planning. They assist clients with both personal and workplace pensions, ensuring that everyone is set up for a comfortable retirement. This is especially important as retirement planning can often be overwhelming. With guidance from experienced financial advisers, clients can navigate the various options and make informed decisions that align with their future financial security.
Investments are another area where SVWM excels. They provide expert advice on creating and managing investment portfolios, helping clients grow their wealth while balancing risk according to individual risk profiles. This thoughtful approach to investing is a hallmark of professional financial advisers in Oxfordshire, and it allows clients to feel confident in their financial future.
Retirement planning at SVWM goes beyond simply setting up a pension. They offer comprehensive strategies for generating income post-retirement, tax planning, and estate planning. This holistic approach ensures that clients can maintain their lifestyle and pass on their wealth effectively to their loved ones.
For corporate clients, SVWM has tailored services designed specifically for business owners. This includes advice on company pensions, group protection, and other financial products aimed at supporting business growth and employee welfare. Such offerings are essential for small to medium-sized enterprises looking to provide added value to their employees.
Recognizing the unique financial needs of medical professionals, SVWM also includes specialist services for doctors and medical practitioners. They provide expert guidance on NHS pensions, private practice considerations, and tax-efficient investments, making them a go-to choice among financial advisers in Oxfordshire for those in the medical field.
SVWM prides itself on building long-term relationships with its diverse clientele, which includes individuals, families, and professionals. Their client-centric approach emphasizes trust, transparency, and understanding. As an independent firm authorized by the Financial Conduct Authority, SVWM offers impartial financial advice without being tied to specific product providers.
Located conveniently in Oxford, SVWM serves clients across the UK. They strive to make consultations accessible, whether in person or virtually. With a focus on clear communication and ethical practices, SVWM is committed to helping clients effectively navigate their financial journeys, ensuring peace of mind and a secure future.
Location: