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.
Get To Know Us
Amyr Rocha Lima, MSc FPFS CFP®
Managing Director & Chartered Financial Planner
Ian Cooke, FPFS
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 planning service ensures our advice remains suitable and that your financial plan and investment portfolio remains on track.
Graham Day, FPFS CFP®
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.