The foundation of our service is to provide clients with a trusted long term relationship. We create and update their financial plan on an ongoing basis, to help ensure their strategy and the advice they receive is updated throughout their lifetimes.

As business owners, ourselves, we recognise and understand the impact and integration of your company and personal finances. The company bank account often becomes an extension of your personal bank account.

Our Director and Executive clients spend their lives extremely busy concentrating on building the wealth of the company they work for, not getting the time to look after their own financial affairs and planning.

Strategic Vision Wealth Management provides expert advice and planning for Medical Practitioners such as Doctors, Surgeons, Consultants, Anaesthetists and Dentists earning over £100,000 pa, working for the NHS, their own private practices, or a combination of both

Strategic Vision Wealth Management provides trustees and attorneys with specialist and independent advice. We will work in conjunction with your professional advisers, including accountants or solicitors to help ensure the outcome you require is achieved.

The increasing complexity of the financial services market makes it difficult for accountants, solicitors and professional advisers to keep fully up-to-date and deliver truly independent financial advice to their clients.

Financial planning enables you to understand how much money you need in your lifetime to achieve everything you want to. Once you have a better understanding of your finances, you structure them to fit your needs.

Most people do not have the time to review their existing pensions and investments plans regularly enough to determine if they are still the right plans for their futures. We will review your existing pensions and investments and if your existing plans are great, we will tell you.