Strategic Wealth Partners: Finalists for Retirement Adviser of the Year

We are thrilled to announce that Strategic Wealth Partners has been named a finalist for the prestigious 'Retirement Adviser of the Year' award at the 2024 Investment Life & Pensions Moneyfacts Group plc Awards.

This recognition is a testament to our unwavering commitment to providing exceptional retirement planning advice. Our team at Strategic Wealth Partners works diligently to ensure our clients receive the highest standard of service, tailored to their unique financial needs and goals.

Amyr Rocha Lima, our Managing Director, expressed his gratitude by saying, "Thank you to everyone who voted for us, and best of luck to all other finalists!" We are honoured to be acknowledged alongside our peers and remain dedicated to helping our clients achieve a secure and prosperous retirement.

Retirement planning isn't just about crunching numbers; it's about envisioning your ideal future and taking steps now to make it a reality. Amyr emphasises the importance of evaluating your current financial status, understanding your future needs, and developing a dynamic financial plan that can adapt to life's changes.

At Strategic Wealth Partners, we continue to strive for excellence in all that we do, ensuring our clients can confidently plan for their future.

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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