Our Team
Your financial plan and investment portfolio will be managed by your financial planner and the team here at Strategic Wealth Partners.
Our team will become your team, always on hand to answer any questions and address any concerns.
Meet Our Team
Amyr Rocha Lima, MSc FPFS CFP®
Managing Director
Financial Planning
Ian Cooke, FPFS
Director
Technology
At Strategic Wealth Partners we work closely with you to manage your wealth, reduce risk and simplify your financial affairs.
We provide a comprehensive analysis of your current situation and, where appropriate, make detailed recommendations to help you achieve your financial goals.
Our ongoing advice service ensures our advice remains suitable and that your financial plan and investment portfolio remains on track.
Aditi Vibhav
Paraplanning
Somya Sinha
Administration
Bruce Davies, FPFS CFP®
Financial Planning
Contact Us
If you've never worked with a financial planner before, we'll guide you through the process.
If you have previously worked with a financial planner but believe it is time for a change, we can assist you in making that transition.
Proud To Be Chartered
The CERTIFIED FINANCIAL PLANNER® certification is the only globally recognised mark of excellence in financial planning and is a degree level qualification. CFP® professionals have proved their extensive theoretical and practical knowledge.
The CHARTERED WEALTH MANAGER qualification is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide a highest quality investment management services to clients.
Are You Ready to Retire?
Take our retirement readiness quiz to learn whether you're on-track to plan for your ideal retirement.
© 2026 Strategic Wealth Partners Limited.
Strategic Wealth Partners is an Independent Financial Adviser based in Kingston upon Thames. IFA Kingston – Financial Advisor Kingston.
Our clients value the service we provide and often recommend us to others.
Articles on this website are offered only for general informational and educational purposes. They are not offered as and do not constitute financial advice. You should not act or rely on any information contained in this website without first seeking advice from a professional.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
Strategic Wealth Partners Limited is authorised and regulated by the Financial Conduct Authority FSR 784088. Company No. 10817804 (England & Wales). Registered Office: Station House, Station Approach, East Horsley, Leatherhead, England, KT24 6QX
0208 719 0686
team@strategicwealthpartners.co.uk
The Smith, 145 London Road, Kingston upon Thames, KT2 6SR
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Helping successful professionals reduce taxes, invest smarter and retire on their terms.
