Strategic Vision Wealth Management

We believe there are no off-the-shelf solutions as our experience is that every single one of our clients has their own personal concerns, responsibilities and ambitions. The solutions that work for one simply would not work for another. Basing our service, experience and independent advice on this principle we have built quite exceptionally strong, trusted and lasting relationships with our clients. At the heart of our business are our strategic partners, which bring together some of the most experienced, able and highly-regarded professionals working in financial services today. Our partners are regarded as experts in their fields providing bespoke tax planning, pension and investment services. Our qualified advisers cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy, our recommendations are based on a thorough understanding of an individual's personal circumstances and new clients only invest after having had a face to face meeting. Our initial meeting is usually without charge, after which we provide, in writing a full explanation of costs. We do nothing until we have a thorough understanding of our clients' requirements. With that knowledge, we can identify the products that will enable our clients to achieve their goals delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost. Our final proposals are well-researched and constructed on the basis of what's best for our clients and nobody else. And of course, we will encourage clients to allow us to work alongside their accountants and solicitors. We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them fulfil and achieve their objectives.

Address: Clock Tower, 2-4 High Street, Kidlington, Oxfordshire, OX5 2DH, UK

Phone: +44 1865 664 066
FAX: