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Strategic Vision Wealth Management – Financial Planning Oxfordshire

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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 a distinguished independent financial advisory firm committed to offering tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM emphasizes a personalized approach, ensuring that each client receives bespoke advice that aligns with their individual financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM provides expert guidance on both personal and workplace pensions, assisting clients in crafting a secure plan for retirement. – **Investments:** The firm advises on creating investment portfolios designed to enhance wealth while carefully managing risk based on each client’s unique risk tolerance. – **Retirement Planning:** Services include developing strategies for retirement income, tax optimization, and estate planning, all aimed at ensuring financial stability after retirement. – **Corporate Services:** Business owners benefit from SVWM’s insights on company pensions, group protection plans, and other financial solutions that foster business growth and employee well-being. – **Specialist Services for Medical Professionals:** Acknowledging the distinct financial requirements of healthcare practitioners, SVWM provides specialized advice on NHS pensions, private practice considerations, and tax-efficient investment options. **Client Focus:** SVWM serves a wide range of clients, from individuals and families to professionals such as doctors and small to medium-sized businesses. Their client-focused philosophy prioritizes building lasting relationships grounded in trust, transparency, and a deep understanding of each client’s needs. **Regulation and Philosophy:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, allowing them to deliver unbiased, impartial advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to high regulatory standards. Their guiding principles emphasize clear communication, ethical conduct, and a steadfast commitment to achieving optimal results for their clients. **Location and Contact:** Situated in Oxford, SVWM extends its services throughout the UK, accommodating clients with in-person meetings or virtual consultations for convenience. Through their comprehensive financial planning services, SVWM empowers clients to navigate the complexities of financial management, from wealth creation to preservation, ultimately fostering financial peace of mind.

Additional Information:

Strategic Vision Wealth Management (SVWM) is a leading independent financial advisory firm located in Oxfordshire. With a strong focus on personalized financial planning, SVWM stands out among financial advisers in Oxford and throughout Oxfordshire. Founded by Jonathan Lawrence, the firm is committed to providing tailored advice that aligns with each client’s unique financial goals and circumstances.

Whether you are looking for retirement planning, investment strategies, or assistance with pensions, SVWM offers a comprehensive suite of services. Their expertise in managing both personal and workplace pensions ensures that clients can enjoy a comfortable retirement. For those interested in growing their wealth, SVWM provides guidance on investment portfolios, carefully balancing risk according to individual preferences.

One of the key offerings from SVWM is detailed retirement planning. This service encompasses strategies for income during retirement, tax planning, and estate planning, all designed to secure your financial future. Additionally, SVWM understands the needs of small to medium-sized businesses, providing corporate services that include advice on company pensions and employee welfare programs. This client-centric approach makes them a trusted partner for business owners looking to enhance their financial health.

SVWM also specializes in catering to the specific needs of medical professionals. Their understanding of the financial challenges faced by doctors and other healthcare practitioners allows them to offer valuable advice on NHS pensions and tax-efficient investment options. This targeted service sets them apart from other financial advisers in Oxfordshire, making them a go-to resource for medical professionals seeking financial guidance.

Regulated by the Financial Conduct Authority (FCA), SVWM operates independently, free from ties to specific product providers. This independence allows them to offer objective advice, which is essential for making informed financial decisions. Their philosophy emphasizes clear communication and ethical practices, ensuring that clients feel empowered and informed throughout their financial journey.

Located conveniently in Oxford, SVWM serves clients across the UK, offering both in-person meetings and virtual consultations. This flexibility allows them to cater to the diverse needs of their clientele, ensuring that high-quality financial planning is always accessible. By choosing Strategic Vision Wealth Management, clients can navigate the complexities of their financial situations with confidence, backed by a team of knowledgeable financial advisers who truly care about their well-being.

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