Strategic Wealth Partners: Double Honours at the Money Marketing Awards 2025

We’re proud to share some fantastic news: Strategic Wealth Partners has been shortlisted in not one, but two categories at the prestigious Money Marketing Awards 2025.

Our Managing Director, Amyr Rocha Lima, CFP®, said:

“I feel lucky to be part of this amazing profession, and this recognition is a testament to the work we strive to do — to better serve clients and raise standards across the financial planning profession."

🏆 Small Advice Firm of the Year: Celebrating firms that deliver high-quality advice and demonstrate sound, sustainable business practices.

💡 Next Generation Advice Firm of the Year: Recognising advice firms using technology, innovation, and modern thinking to create a truly client-first service.

These nominations reflect the progress we’re making at Strategic Wealth Partners — from our low-cost, globally diversified investment strategies through the Strategic Wealth Portfolios™, to the secure and intuitive digital experience offered by our Strategic Wealth Portal™.

Our mission remains simple:

To empower clients with outstanding advice, seamless service, and intuitive tools that provide a clear, complete view of their financial lives — all in one place.

We’re incredibly proud of this recognition, which represents the hard work and shared vision of our whole team. It's a chance to celebrate how far we've come — and to keep pushing forward.

A heartfelt thank you to our clients, colleagues, and the wider financial planning community. Your trust and collaboration inspire us to continue raising the bar and striving for excellence. Without your support, recognitions like this wouldn’t be possible.

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."

Our job is to make sure that every decision you make moves you closer to your goals.

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