Amyr Rocha Lima Hosts CISI Financial Planning Awards 2023

Strategic Wealth Partners

2 min read

Our Managing Director, Amyr Rocha Lima, Hosts CISI Financial Planning Awards 2023

It's a significant recognition, and we are all beaming with pride!

Amyr has always been a passionate advocate for excellence in financial planning, which he believes has the power to shape the future prosperity of individuals and families. His role as the host of these prestigious awards brought to the fore his enduring commitment to championing superior standards in our profession. His passion for meticulous financial planning resonated well with the attendees, making the event not just successful, but meaningful.

This occasion was more than just an honour; it was a reaffirmation of our shared ethos here at Strategic Wealth Partners. It shone a spotlight on the essence of what we strive for - delivering unparalleled service and advice to our cherished clients. Amyr’s role in the awards was a testament to the respect and trust he has earned within the financial planning community.

The CISI Financial Planning Awards 2023 was an inspiring experience. It reinforced our resolve to continue pushing the envelope in offering great financial planning and investment management services to our clients. Reflecting on this event, we are filled with a renewed sense of purpose and pride.

Your trust and support have been instrumental in our journey, and we invite you to celebrate this remarkable milestone with us. It's not just a professional accolade for Amyr, but a shining moment for the entire team at Strategic Wealth Partners. We look forward to many more milestones together.

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.

Our Managing Director Amyr Rocha Lima Hosts CISI Financial Planning Awards 2023
Our Managing Director Amyr Rocha Lima Hosts CISI Financial Planning Awards 2023

Client Stories

Mark & David Client Stories Chartered Financial Planner Strategic Wealth Partners
Mark & David Client Stories Chartered Financial Planner Strategic Wealth Partners

"The trust and feeling of comfort has grown over the eight years since our first meeting."

Steve & Liz Client Stories Chartered Financial Planner Strategic Wealth Partners
Steve & Liz Client Stories Chartered Financial Planner Strategic Wealth Partners

"They are good listeners and make thoughtful recommendations that are relevant to what we are trying to accomplish in our lives."

Anne Client Stories Chartered Financial Planner Strategic Wealth Partners
Anne Client Stories Chartered Financial Planner Strategic Wealth Partners

"Working with them on my long-term financial plan has been a source of comfort since my husband's passing."

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