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Muhammad Yasin

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) is a premier independent financial advisory firm located in Oxford, Oxfordshire, UK. Founded by Jonathan Lawrence, SVWM is committed to offering tailored financial planning and investment strategies that cater to the individual needs and aspirations of each client. **Services Provided:** – **Pensions:** SVWM guides clients through the intricacies of both personal and workplace pensions, ensuring they are well-prepared for a secure and fulfilling retirement. – **Investments:** The firm advises on crafting investment portfolios designed to enhance wealth while balancing risk in line with each client’s risk tolerance. – **Retirement Planning:** SVWM develops comprehensive strategies for retirement income, tax optimization, and estate planning, aimed at safeguarding financial stability in the later years of life. – **Corporate Services:** Catering to business owners, SVWM offers expert guidance on company pension schemes, group protection, and various financial solutions that foster business growth and employee well-being. – **Specialist Services for Medical Professionals:** Understanding the distinct financial requirements of healthcare practitioners, SVWM provides focused advice regarding NHS pensions, private practice considerations, and tax-efficient investment strategies. **Client Engagement:** SVWM serves a broad spectrum of clients including individuals, families, medical professionals, and small to medium-sized businesses. Their client-centric philosophy prioritizes the establishment of long-term partnerships, built on trust, transparency, and a deep understanding of client needs. **Regulatory Compliance and Values:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, which enables them to offer unbiased, objective advice. They are regulated by the Financial Conduct Authority (FCA), ensuring adherence to high regulatory standards. Their core values emphasize clear communication, ethical conduct, and a strong commitment to securing the best outcomes for their clients. **Location and Accessibility:** Headquartered in Oxford, SVWM provides services to clients across the UK. They offer flexible meeting options, including on-site consultations and virtual appointments, making their expertise readily accessible. Through their holistic approach to financial management, SVWM is dedicated to guiding clients through the complexities of wealth accumulation and preservation, ultimately delivering peace of mind and financial security.

Additional Information:

Strategic Vision Wealth Management, based in Oxfordshire, UK, stands out as a premier choice for those seeking financial advisers in Oxford. Founded by Jonathan Lawrence, this independent financial advisory firm is dedicated to providing bespoke financial planning and investment advice. Their personalized approach ensures that each client receives tailored advice based on their unique financial goals and situations.

One of the key services offered by SVWM is pension planning. They assist clients with both personal and workplace pensions, guiding them toward a comfortable retirement. For those looking to grow their wealth, they provide expert guidance on investments, helping clients build diversified portfolios while managing risk according to individual preferences. Additionally, their retirement planning services cover a wide range of strategies, including income in retirement, tax planning, and estate planning, all designed to ensure financial security when it matters most.

SVWM also caters to business owners with corporate services that include advice on company pensions and group protection plans. This support not only aids in business growth but also enhances employee welfare, making it a valuable resource for small to medium-sized enterprises. Specifically, for medical professionals like doctors, SVWM offers specialized financial advice that addresses the unique challenges they face, such as NHS pensions and tax-efficient investment strategies.

What sets SVWM apart from other financial advisers in Oxfordshire is their client-centric approach. They prioritize long-term relationships built on trust, transparency, and a deep understanding of their clients’ needs. As an independent firm, SVWM is not tied to any specific product providers, allowing them to offer unbiased advice that truly serves the client’s best interests. Regulated by the Financial Conduct Authority (FCA), they adhere to strict regulatory standards, ensuring that clients receive reliable and ethical financial guidance.

Convenience is also a hallmark of SVWM’s service. Located in Oxford, they serve clients throughout the UK, offering the flexibility of meetings at their offices or through virtual consultations. By providing comprehensive financial planning, Strategic Vision Wealth Management helps clients navigate the complexities of financial management, from wealth accumulation to preservation, ultimately aiming to deliver peace of mind. When looking for experienced financial advisers in Oxford or the broader Oxfordshire region, SVWM stands ready to assist clients in achieving their financial aspirations.

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