Financial Planning and Advice for Trustees and Attorneys

Financial Planning and Advice for Trustees and Attorneys

Our approach is simple, we create strategies, structures and investments to help ensure Trustees and Attorneys meet their legal duty of care obligations.

Financial Advice for Trusts,
Trustees and Attorneys

We understand our planning and advice needs to be wholly bespoke and as unique as your legal obligations, to reflect the different far-reaching and complex challenges you may face.

Our advice and comprehensive service is designed to take the worry away from your legal obligations and duty of care. We provide independent planning and advice for trustees and attorneys to comprehensively consider and research how improve investment returns and reduce all taxes and costs.

We encourage you to allow us to work in conjunction with your professional advisers including accountants or solicitors, to help ensure the very best outcome is achieved.

Strategic Vision Wealth Management are listed on the Law Society approved SIFA Independent Financial Adviser Directory.

Our Services

Financial Planning for "Your Tomorrow"

Savings and Investment Planning

Retirement and Pension Planning

Tax Planning

Review of Your Existing Pensions and Investments Service

The value of investments can go down as well as up and you may get back less than the amount invested.

The Financial Conduct Authority does not regulate taxation advice

The Financial Conduct Authority does not regulate some aspects of corporate financial planning, and taxation advice

Valuable Financial Advice From Experienced Professionals

View our financial planning and financial advice services to find out how we can assist you.

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.

You are now leaving SVWM

You are about to leave the website of Strategic Vision Wealth Management and view the content of an external website. Strategic Vision Wealth Management cannot be held responsible for the content of external websites.

You will be redirected to

Click the link above to continue or CANCEL