Strategic Wealth Partners Shortlisted for Best Client Outcomes at The Verve Awards

We are delighted to announce that Strategic Wealth Partners has been shortlisted for The Verve Awards in the ‘Best Client Outcomes’ category.

This category celebrates firms who go the extra mile to truly understand their clients — combining technical expertise with a personal approach to help deliver the best possible outcomes.

Amyr Rocha Lima, Managing Partner, commented:

"It’s an honour to be recognised for the work we do to deeply understand our clients' lives and goals. Our Strategic Wealth Portal™ plays a big part in this – helping us offer clear, personalised advice that gives clients confidence in every decision they make."

A huge thank you to Verve for the nomination — and congratulations to all the other outstanding firms shortlisted!

We also want to extend our heartfelt thanks to everyone who has been part of our journey. We are excited about the future and remain committed to upholding the high standards that have become synonymous with Strategic Wealth Partners.

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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