Strategic Wealth Partners Celebrates Recognition in Citywire New Model Adviser’s Top 100 for 2024

We are thrilled to announce that Strategic Wealth Partners has been recognised as one of the Top 100 financial planning firms in the UK for 2024 by Citywire New Model Adviser.

This prestigious recognition reflects our dedication to delivering outstanding value and service to our clients and our commitment to excellence within the financial planning profession.

The Top 100 firms were selected based on rigorous metrics developed by AKG, with Citywire assessing firms across multiple key areas. The criteria included the value we bring to clients, the qualifications of our staff, the strength of our investment approach, and our effective use of technology. Citywire also recognised our efforts in client education, recruitment, and actively contributing to professional standards within our industry.

Amyr Rocha Lima, Managing Director of Strategic Wealth Partners, commented: "We are delighted and honoured to have made this list. At Strategic Wealth Partners, we strive to achieve great outcomes for our clients, and this recognition is a testament to the hard work we do to serve them and to raise standards across the financial planning profession."

We are proud to celebrate this achievement alongside our clients and our professional connections here in Kingston upon Thames, and we look forward to continuing to add meaningful value to their lives through our financial planning and investment management services.

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.

Client Stories

"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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