Strategic Vision Wealth Management

Welcome to Strategic Vision Wealth Management, a leading provider of Independent Financial Advice and Wealth Management services. Based in Kidlington, Oxfordshire, we serve a wide range of clients across the United Kingdom, helping them make informed financial decisions for a secure future.

Our primary focus is on building strong, lasting relationships with our clients, earning their trust through our commitment to their financial well-being. We take pride in our ability to help individuals, families, businesses, and professional advisers achieve their financial goals, providing personalised solutions tailored to their unique needs and circumstances.

Our Services

At Strategic Vision Wealth Management, we offer a comprehensive suite of financial services, designed to meet the diverse needs of our clients. Our services include:

• Financial Advice for Individuals, Couples, and Families: We provide holistic financial planning services, helping individuals and families build, manage, and protect their wealth. Our advice covers various aspects of personal finance, including retirement planning, inheritance tax planning, investment management, and more.

• Financial Advice for Businesses: We recognise the critical role that a robust financial strategy plays in the success of a business. Our services include cash flow management, business protection, tax planning, and employee benefits, ensuring that your business remains financially sound and sustainable.

• Financial Advice for Medical Professionals: As a medical professional, your financial needs are unique. We offer specialist advice on areas such as income protection, pension planning, and investment management, ensuring that you can focus on your patients while we look after your financial health.

• Financial Services for Solicitors, Accountants, and Professionals: As a professional adviser, staying abreast of the ever-evolving financial landscape can be challenging. We collaborate with solicitors, accountants, and other professionals, providing independent financial advice and tailored solutions for their clients.

• Financial Advice for Trustees and Attorneys: We understand the complexities and responsibilities that come with managing a trust or serving as an attorney. Our specialist advice covers areas such as investment management, tax planning, and strategic distribution, helping you fulfil your duties with confidence.

• Existing Pensions and Investments Review Services: We conduct thorough reviews of existing pensions and investments, identifying opportunities for improvement and optimisation. Our goal is to help you maximise your returns and minimise your risk exposure.

• Financial Planning: Our financial planning process begins with understanding your values, goals, and aspirations. We then create and manage a tailored financial plan, designed to help you achieve your objectives and secure your financial future.

Our Approach

At Strategic Vision Wealth Management, we believe that financial planning is about more than just the money. It's about understanding what truly matters to you and then building a financial plan that aligns with your values and aspirations. Our approach is centred on four key principles:

1. Discovery: We take the time to understand your unique needs, goals, and financial situation, enabling us to provide personalised advice and support.

2. Strategy: We develop a comprehensive financial strategy, tailored to your specific needs and aligned with your values and aspirations.

3. Implementation: We implement your financial plan, making any necessary adjustments along the way to ensure it remains relevant and effective.

4. Review and Adjust: We regularly review and adjust your financial plan, ensuring it remains on track and aligned with your evolving needs and circumstances.