Exceptional Independent Financial Intelligence, Planning and Advice for your financial future

Our award winning independent financial planning and advice services provide our clients with unwavering financial planning and advice, uniting their hopes, dreams and goals with their Wealth Management.

Our Services
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Independent Financial Advice for Individuals, Couples and FamiliesOur approach is a simple one, to provide our clients with the independent financial planning services they need.
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Financial Advice for BusinessesAs business owners, ourselves, we recognise and understand the impact and integration of your company and personal finances.
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Financial PlanningFinancial planning enables you to understand how much money you need in your lifetime to achieve everything you want to.
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Financial Advice for Medical ProfessionalsWe provide expert advice for medical professionals earning over £100,000 pa, working for the NHSor their own private practices.
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Existing Pensions and Investments ReviewWe will review your existing pensions and investments and if your existing plans are great, we will tell you.
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Solicitors, Accountants and ProfessionalsExpert advice for accountants, solicitors and professional advisers.
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Trustees and AttorneysStrategic Vision Wealth Management provides trustees and attorneys with specialist and independent advice.
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Exceptional Independent Financial Intelligence, Planning and Advice for your financial future

Our award winning Independent financial planning and advice services provide our clients with unwavering financial planning and advice, uniting their hopes, dreams and goals with their Wealth Management.

We take our time to advise and explain everything in clear, understandable terms throughout every stage of your financial journey helping clients achieve the secure and desired financial future they seek.

We integrate data, technology, and expertise to create a layer of financial intelligence that provides transparency, efficiency, and a deep understanding, empowering you to seize control of your financial future.

Independent Financial Advice | High Quality Financial Planning | Wealth Management Services

Financial Planning For Your Tomorrow

Financial Planning
A Financial Plan gives you a framework against which you can make smart decisions about your life and your money.

Financial Advice for Businesses
As business owners, we recognise and understand the impact and integration of your company and personal finances.

Financial Services for Solicitors & Accountants
Assisting solicitors and accountants with the due diligence they need to meet their regulatory requirements.

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Our Purpose

We take pride in delivering flawless service, empowering you with cutting-edge planning and expert advice. Our purpose is to provide exemplary guidance and solutions that align with your unique individual circumstances and objectives.

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Financial Planning & Advice

Our passion is to enrich your life and fulfil your aspirations through personalised financial planning, advice, and exceptional service. We are driven by an unwavering dedication to meticulously create a customised strategy that aligns precisely with your individual needs and desires.

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Our Goal

The company was founded with a mission to revolutionise our clients’ finances. Our objective is to illuminate our clients’ financial planning, making it transparent, efficient, and deeply meaningful.

Delivering a personal, award-winning service, is personal to us

Our approach is a simple one, through close collaboration with our clients, we develop planning strategies and advice that empowers our clients to achieve their future plans, protect their wealth and attain the financial independence they seek.

We actively encourage our clients to allow us to work in conjunction with their professional advisers, including accountants or solicitors, to help deliver an exceptionally effective financial planning and advice service.

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Award Winning, Top Rated Services

Independently obtained client testimonials

For the 5th year in succession, we are delighted to have been included in the 2024 VouchedFor Top Rated guide.

VouchedFor, a site similar to TripAdvisor but for financial services, release their guide every year to identify the best of the best in financial services.

It is a tremendous honour for us to be recognised by our clients testimonials for the care and diligent work we provide all our clients’.

Strategic Vision Wealth Management is a trading style of Strategic Vision Wealth Limited. Registered in England and Wales. Company No 6820917. Registered Address: Clock Tower, 2 – 4 High Street, Kidlington, Oxfordshire, England, OX5 2DH

 

Strategic Vision Wealth Management is authorised and regulated by the Financial Conduct Authority, no 497938. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

 

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Tel: 0800 023 4567

 

Strategic Vision Wealth Management, Clock Tower, 2-4 High Street, Kidlington, Oxfordshire, OX5 2DH
Main office line: 01865 664 066 Email: advice@svwm.co.uk Web: www.svwm.co.uk
Dedicated client line: 0800 140 4066

 

© 2024. Strategic Vision Wealth Management Ltd.

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