Amyr Rocha Lima Awarded Adviser Personality of the Year 2023
It is with immense pride and joy that we share the news that our Managing Director, Amyr Rocha Lima, has been awarded Money Marketing’s “Adviser Personality of the Year” for 2023.
To be recognised by Money Marketing is no small feat. It’s a publication read across the financial services sector, known for spotlighting the crème de la crème of the financial world. This accolade not only underscores Amyr’s dedication to the financial planning profession, but also highlights his unswerving commitment to delivering unparalleled service to our esteemed clients.
Upon receiving this prestigious award, Amyr expressed his gratitude, saying, "I'm honoured to receive this award and grateful to be part of the amazing financial planning community in the UK."
We at Strategic Wealth Partners are over the moon to see Amyr receive this distinguished award. His accomplishment resonates with our core values of integrity, excellence, and client-centricity.
For a more detailed discussion on this topic, please feel free to contact us. Our team are always available to answer your questions and to help you with any of your financial planning needs. Here’s what we offer: A cup of coffee… and a second opinion.
"The trust and feeling of comfort has grown over the eight years since our first meeting."
"They are good listeners and make thoughtful recommendations that are relevant to what we are trying to accomplish in our lives."
"Working with them on my long-term financial plan has been a source of comfort since my husband's passing."
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