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 distinguishes itself through a personalized service model that ensures each client receives advice specifically aligned with their individual financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM offers expert guidance on both personal and workplace pensions, enabling clients to strategize for a secure and enjoyable retirement. – **Investments:** The firm assists clients in crafting investment portfolios designed to enhance wealth while balancing risk according to personal risk tolerance. – **Retirement Planning:** SVWM develops comprehensive strategies focused on retirement income, tax efficiency, and estate planning to ensure lasting financial stability. – **Corporate Services:** For entrepreneurs, SVWM provides strategic advice on company pensions, group protection, and various financial products aimed at fostering business growth and enhancing employee benefits. – **Specialized Services for Medical Professionals:** SVWM acknowledges the unique financial challenges faced by healthcare providers and offers targeted advice related to NHS pensions, private practice considerations, and tax-efficient investment options. **Client-Centric Approach:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized businesses. Their client-focused philosophy prioritizes long-lasting relationships founded on trust, transparency, and a deep understanding of each client’s needs. **Regulatory Compliance and Philosophy:** As an independent advisory firm, SVWM is free from ties to any specific product providers, allowing them to deliver unbiased advice. They are regulated by the Financial Conduct Authority (FCA), ensuring adherence to high regulatory standards. Their core philosophy emphasizes ethical practices, clear communication, and a relentless commitment to securing the best possible outcomes for their clients. **Location and Accessibility:** Situated in Oxford, SVWM proudly serves clients throughout the UK, offering the convenience of in-person meetings at their office or virtual consultations to enhance accessibility. Through comprehensive financial planning, SVWM aims to empower clients to navigate the intricacies of financial management, from wealth accumulation to preservation, fostering a sense of financial security and peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is one of the leading financial advisers in Oxfordshire, offering a personalized approach to financial planning and investment advice. Founded by Jonathan Lawrence and based in Oxford, this independent financial advisory firm is dedicated to helping clients achieve their unique financial goals. With a strong focus on tailored advice, SVWM ensures that each client receives guidance specifically designed for their individual circumstances.
One of the key services offered by SVWM is pension planning. Whether you are dealing with personal or workplace pensions, the team at SVWM is equipped to assist you in planning for a comfortable retirement. They understand that retirement planning can be complex, and their expertise in this area can help you navigate options to secure your future.
Investments are another area where SVWM excels. As experienced financial advisers in Oxford, they provide insightful guidance on creating investment portfolios that aim to grow your wealth while managing risk. Understanding that each client has a different risk tolerance, SVWM carefully tailors investment strategies to align with your financial objectives.
For business owners, SVWM offers corporate services that include advice on company pensions and group protection. These services are designed to support your business growth while also looking after your employees’ welfare. The firm’s approach is not only beneficial for individual clients but also for small to medium-sized enterprises seeking comprehensive financial solutions.
SVWM is particularly known for its specialist services for medical professionals. Doctors and medical practitioners often have unique financial needs, and SVWM provides expert advice on NHS pensions, private practice finances, and tax-efficient investments. By offering this specialized knowledge, they serve as trusted financial advisers in Oxfordshire for those in the medical field.
The firm emphasizes a client-centric philosophy, rooted in trust, transparency, and long-term relationships. As independent financial advisers, they are not tied to any specific product providers, which allows them to offer unbiased advice tailored to your needs. Authorized and regulated by the Financial Conduct Authority (FCA), SVWM adheres to the highest standards of ethical practice.
Located in Oxford, SVWM serves clients across the UK, providing flexible options for consultations—whether in-person or virtual. Their commitment to comprehensive financial planning ensures that clients can confidently navigate the complexities of wealth management, from accumulation to preservation, ultimately providing peace of mind.
Location: