Strategic Wealth Partners Wins Micro Wealth Management Firm of the Year at the MoneyAge Awards 2026.

Strategic Wealth Partners

2 min read

We are delighted to announce that Strategic Wealth Partners has been named Micro Wealth Management Firm of the Year at the MoneyAge Awards 2026.

This prestigious award recognises our commitment to delivering exceptional financial planning and investment management services, and reflects the care, professionalism and dedication we bring to every client relationship.

The MoneyAge Awards celebrate excellence across the UK financial services sector, recognising organisations and individuals who demonstrate outstanding achievement, innovation and commitment to their clients.

At Strategic Wealth Partners, we believe that great financial planning begins with understanding people, their aspirations, their concerns and what they want from life. As a boutique financial planning practice, we take pride in building lasting relationships with the families we serve, helping them make informed financial decisions and enjoy greater confidence about their futures.

Amyr Rocha Lima, Managing Director of Strategic Wealth Partners, commented:

"We are absolutely delighted to receive this award. When we established Strategic Wealth Partners, our ambition was to build a financial planning firm where clients felt genuinely known, understood and supported. To see our approach recognised at a national level is incredibly rewarding, and I'm immensely proud of what our team has achieved."

We would like to extend our sincere thanks to our clients for the trust they place in us, our dedicated team for their continued commitment, and our professional partners for their ongoing support.

We are proud to bring this award home to Kingston upon Thames and look forward to continuing to help our clients build financial security and make the most of their lives.

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 MoneyAge Awards 2026 Winner
Strategic Wealth Partners MoneyAge Awards 2026 Winner

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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Strategic Wealth Partners Independent Financial Advisers Kingston upon Thames Teddington Surbiton
Strategic Wealth Partners Independent Financial Advisers Kingston upon Thames Teddington Surbiton

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Strategic Wealth Partners is an Independent Financial Adviser based in Kingston upon Thames. IFA Kingston – Financial Advisor Kingston.

As an independent financial adviser, we’re able to provide independent and unbiased financial advice. We provide independent financial advice, pension advice, investment advice, inheritance tax planning and insurance advice.

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Strategic Wealth Partners Limited is authorised and regulated by the Financial Conduct Authority FSR 784088. Company No. 10817804 (England & Wales). Registered Office: Station House, Station Approach, East Horsley, Leatherhead, England, KT24 6QX

0208 719 0686

team@strategicwealthpartners.co.uk

The Smith, 145 London Road, Kingston upon Thames, KT2 6SR

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CISI Chartered Firm Strategic Wealth PartnersCISI Chartered Firm Strategic Wealth Partners