Strategic Vision Wealth Ltd
aka The Independent Financial Group, The Independent Financial Advice Group, The Independent Financial Advice Company, SVWM, Strategic Vision Wealth Management, Independent Financial Advice Group, Strategic Vision Wealth Ltd
About
Strategic Vision Wealth Management provides independent financial advice and pension planning in Oxfordshire and Oxford to private and corporate clients.
Source: svwm.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 497938
- Status
- Authorised
- Date Authorised
- 30 April 2009
- Years Authorised
- 16 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 06820917
- Company Status
- Active
- Incorporation Date
- 16 February 2009
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 64999
Team (3)
Paul John Davidson
ApprovedCertifiedChristopher Adrian Slatter
ApprovedCertifiedKevin Edward Jakeman
Certified
Google Reviews
2 reviews on Google
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Quick Facts
- Kidlington, South East
- 16 years FCA-authorised
- 4 registered individuals
- 3 specialisms
- 5 FCA permissions
- CH 06820917
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.