Earl V. MeisterBusiness 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 providing tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM emphasizes a personalized approach, ensuring that each client receives bespoke advice aligned with their specific financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM specializes in both personal and workplace pension planning, guiding clients toward a secure and fulfilling retirement. – **Investments:** The firm offers expert advice on constructing investment portfolios designed to enhance wealth while carefully managing risk based on individual preferences. – **Retirement Planning:** Their comprehensive strategies encompass retirement income planning, tax considerations, and estate planning, all aimed at safeguarding financial stability in later years. – **Corporate Services:** SVWM supports business owners with guidance on company pensions, group protection, and other financial products, facilitating both business growth and employee welfare. – **Specialized Services for Healthcare Professionals:** With a keen understanding of the distinct financial requirements faced by doctors and medical practitioners, SVWM provides focused advice on NHS pensions, private practice considerations, and tax-efficient investment strategies. **Client Commitment:** SVWM serves a wide-ranging clientele, which includes private individuals, families, healthcare professionals, and small to medium-sized businesses. Their client-oriented philosophy fosters enduring relationships, built on trust, transparency, and mutual understanding. **Regulatory Compliance and Core Values:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, enabling them to offer objective advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring compliance with rigorous industry standards. SVWM’s foundational principles are rooted in clear communication, ethical conduct, and a steadfast commitment to achieving optimal outcomes for their clients. **Location and Accessibility:** Centrally based in Oxford, SVWM caters to clients throughout the UK, often conducting meetings at client locations or through virtual consultations to enhance convenience and accessibility. Through its all-encompassing financial planning services, SVWM empowers clients to successfully navigate the intricacies of financial management, from wealth creation to preservation, ultimately fostering financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading financial advisory firm based in Oxford, Oxfordshire, dedicated to providing tailored financial planning and investment advice. Established by Jonathan Lawrence, SVWM stands out among financial advisers in Oxfordshire because of its commitment to personalized service. Each client receives customized advice that aligns with their distinct financial situations and aspirations.
One of the significant services offered by SVWM is pension planning. Whether you are looking at personal pensions or workplace options, SVWM helps clients strategize for a comfortable retirement. Their expertise ensures that you can focus on your life while they manage your pension plans effectively. This is especially important for those looking to secure their future and enjoy peace of mind.
Investments are another critical area where SVWM excels. As experienced financial advisers, they provide insightful guidance on building investment portfolios that suit individual risk profiles. Their goal is to grow your wealth while managing risk, giving you confidence in your financial decisions. With their support, you can navigate the complexities of investment markets more easily.
Retirement planning is at the forefront of SVWM’s offerings, encompassing strategies for income during retirement, tax planning, and estate planning. They understand that financial security post-retirement is vital for peace of mind. This holistic approach ensures that all aspects of your financial future are considered and addressed comprehensively.
SVWM also caters to business owners, providing corporate services that include advice on company pensions and group protection. This support not only aids in business growth but also enhances employee welfare. As one of the premier financial advisers in Oxfordshire, SVWM is dedicated to helping businesses thrive while ensuring their employees’ financial needs are met.
Specialized services for medical professionals are another highlight of SVWM’s offerings. Recognizing the unique financial challenges faced by doctors and medical practitioners, they provide expert advice on NHS pensions and tax-efficient investments. This specialization makes SVWM a go-to resource for those in the medical field seeking financial guidance.
With a client-centric philosophy, SVWM focuses on building long-term relationships based on trust and transparency. As an independent firm regulated by the Financial Conduct Authority (FCA), they offer impartial advice without being tied to specific product providers. This independence empowers them to prioritize clients’ best interests.
Located in Oxford, SVWM serves clients across the UK, providing convenient access through in-person and virtual consultations. Whether you are an individual, family, or business, Strategic Vision Wealth Management is here to guide you through the complexities of financial planning and investment, making them a trusted choice among financial advisers in Oxfordshire.
Location:
Earl V. Meister
