Strategic Wealth Partners has officially been awarded the prestigious Chartered Firm™ status

A milestone moment for our team

We're thrilled to announce that Strategic Wealth Partners has officially been awarded the prestigious Chartered Firm™ status from The Chartered Institute for Securities & Investment (The CISI).

This recognition is a testament to our team's unwavering dedication to the highest standards of professionalism and excellence within the financial planning profession.

Amyr Rocha Lima, CFP®, our Managing Director, couldn't be prouder:

"Achieving the CISI Chartered Firm status marks a significant milestone for us. It's a clear reflection of our commitment to striving for excellence in the financial planning profession. This accolade is not just a badge of honour but a continuous commitment towards enhancing our service quality and trustworthiness for our clients."

Let's celebrate this remarkable achievement together!

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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