Strategic Wealth Partners Shortlisted for Moneyfacts Awards 2024

Strategic Wealth Partners

2 min read

We are absolutely thrilled to share some wonderful news with our valued clients and professional partners.

Strategic Wealth Partners, your trusted financial planning practice, has been recognised for its commitment to excellence in the financial advice sector. We're delighted to announce that we've been shortlisted in the 'Retirement Adviser of the Year' category at the prestigious Investment Life & Pensions Moneyfacts Awards 2024.

Being shortlisted for these awards is a significant achievement for us and reinforces our mission to deliver exceptional service and advice to our clients. We are proud to stand among the best in the financial planning profession and are grateful for the trust and support of our clients, which has been integral to our success.

As we await the final results, we 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.

Stay tuned for more updates, and once again, thank you for being a part of our success story.

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.

Strategic Wealth Partners Finalist Investment Life & Pensions Monefacts Awards 2024
Strategic Wealth Partners Finalist Investment Life & Pensions Monefacts Awards 2024

Client Stories

Mark & David Client Stories Chartered Financial Planner Strategic Wealth Partners
Mark & David Client Stories Chartered Financial Planner Strategic Wealth Partners

"The trust and feeling of comfort has grown over the eight years since our first meeting."

Steve & Liz Client Stories Chartered Financial Planner Strategic Wealth Partners
Steve & Liz Client Stories Chartered Financial Planner Strategic Wealth Partners

"They are good listeners and make thoughtful recommendations that are relevant to what we are trying to accomplish in our lives."

Anne Client Stories Chartered Financial Planner Strategic Wealth Partners
Anne Client Stories Chartered Financial Planner Strategic Wealth Partners

"Working with them on my long-term financial plan has been a source of comfort since my husband's passing."

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