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 is known for its individualized service, ensuring that every client receives advice specifically designed to meet their distinct financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM provides expert assistance with both personal and workplace pension schemes, guiding clients in their journey toward a secure and fulfilling retirement. – **Investments:** The firm offers strategic insights into investment portfolios, focusing on wealth growth while carefully managing risk in alignment with each client’s risk appetite. – **Retirement Planning:** SVWM develops comprehensive strategies encompassing income generation in retirement, tax optimization, and estate planning to safeguard financial stability after one retires. – **Corporate Services:** For entrepreneurs and business owners, SVWM delivers tailored advice on corporate pensions, group protection plans, and other financial solutions to foster business success and enhance employee benefits. – **Specialist Services for Medical Professionals:** Understanding the distinct financial challenges faced by doctors and medical practitioners, SVWM provides expert guidance on NHS pensions, private practice considerations, and tax-efficient investment opportunities. **Client Focus:** SVWM serves a varied clientele that includes individuals, families, medical professionals, and small to medium-sized businesses. Their client-centric philosophy prioritizes building enduring relationships founded on trust, transparency, and a deep understanding of client needs. **Regulation and Philosophy:** As an independent advisory firm, SVWM maintains freedom from any specific product providers, enabling them to offer unbiased and objective advice. They are regulated by the Financial Conduct Authority (FCA), which guarantees adherence to high regulatory standards. Their core values emphasize clear communication, ethical practices, and a steadfast commitment to achieving superior outcomes for their clients. **Location and Contact:** Situated in the heart of Oxford, SVWM caters to clients throughout the UK, providing both in-person meetings and virtual consultations for maximum convenience and accessibility. Through their holistic approach to financial management, SVWM empowers clients to navigate the complexities of wealth accumulation and preservation, ultimately striving to ensure financial peace of mind for all their clients.

Additional Information:

Strategic Vision Wealth Management (SVWM) is a trusted name among financial advisers in Oxfordshire, providing personalized financial planning tailored to each client’s unique needs. Founded by Jonathan Lawrence, this independent advisory firm operates from its headquarters in Oxford, where it focuses on building long-term relationships with clients. By emphasizing trust and transparency, SVWM ensures that every individual receives advice that aligns with their financial goals.

One of the standout services offered by SVWM is their expertise in pensions. They guide clients through both personal and workplace pension options, making retirement planning a smoother journey. With a clear strategy in place, clients can look forward to a comfortable retirement, knowing they’ve made informed choices about their future.

Investment management is another key area where SVWM excels. Their team of financial advisers in Oxfordshire helps clients build and manage investment portfolios that suit their risk profiles while aiming for wealth growth. This approach minimizes potential risks while maximizing returns, creating a balanced investment strategy tailored to individual circumstances.

Retirement planning at SVWM is comprehensive, covering aspects like income strategies, tax planning, and estate management. By addressing these elements, they help clients achieve financial security post-retirement, offering peace of mind as they transition into this new life stage.

For business owners, SVWM provides valuable corporate services that include advice on company pensions and group protection. These services not only support business growth but also enhance employee welfare, making them a vital resource for small to medium-sized enterprises.

Recognizing the unique financial needs of medical professionals, SVWM offers specialized services tailored for doctors and other practitioners. Their knowledge of NHS pensions and private practice financial planning ensures that clients in the medical field receive expert guidance on tax-efficient investments and retirement options.

As a regulated firm authorized by the Financial Conduct Authority (FCA), SVWM stands out as a reliable choice among financial advisers in Oxford. Their independent status means they are not bound to specific products, enabling them to provide unbiased advice that best serves their clients’ interests.

Located in Oxfordshire, SVWM provides convenient options for consultations, whether in-person or virtually. This accessibility allows clients across the UK to benefit from their comprehensive financial planning services, helping them navigate the complexities of wealth management with confidence.

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