Strategic Wealth Partners Shortlisted for Professional Adviser Awards 2024

Strategic Wealth Partners

3 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 not one, but three categories at the prestigious Professional Adviser Awards 2024.

The categories in which we've been recognised are:

  • Adviser Firm of the Year - South East: This nomination is a testament to our unwavering dedication to providing top-tier financial planning services to our clients in Kingston upon Thames and across the UK.

  • Best Adviser Website: Our website serves as a critical touchpoint for our existing (and prospective) clients. Being shortlisted for this award highlights our efforts in creating an online platform that's not only informative but also user-friendly and engaging.

  • Champion of Advice Award: We are particularly proud of this nomination, as it recognises the outstanding dedication of our Managing Director, Amyr Rocha Lima. This award reflects Amyr's deep commitment to ensuring that each of our clients receives the best possible advice for their financial needs. His leadership and vision have been instrumental in guiding our firm towards excellence in financial planning and client service.

The Professional Adviser Awards are highly respected within the industry, attracting over 250 advisers, firms, and product providers each year. These awards are dedicated to acknowledging and celebrating excellence and innovation in the world of financial advice.

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.

Amyr Rocha Lima Strategic Wealth Partners Professional Adviser Awards 2024
Amyr Rocha Lima Strategic Wealth Partners Professional Adviser Awards 2024

Client Stories

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

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

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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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