Strategic Wealth Partners - Kingston upon Thames

Graham D.

Amyr Rocha Lima at Strategic Wealth Partners has been our trusted financial planner for a few years now. He understands what's important to us in our life and has helped us create a plan to help achieve it - which provides us with significant peace of mind. As a Chartered Financial Planner, he also has a excellent grasp of his subject. In addition, our ongoing reviews act as a valuable and reassuring 'check-in' that we remain on course. We would highly recommend him.

Paul H.

Far more than a bean counter. Identifies strongly with our own outlook on life and provides insightful comments in achieving our life goals. Pretty good on the beans too. Very pleased we were pointed in Amyr's direction.

Carys M.

I have recently moved my investments to Strategic Wealth Partners after an initial meeting with Amyr where is insight, knowledge, integrity and clear communication style convinced me very quickly that moving and putting my trust in him and the Team was the best and correct decision for me. The transfer over was smooth and seamless. The Team are all super helpful and any question I have are very quickly actioned. Looking forwards to many more years of working with Amyr and the Team at Strategic Wealth Partners.

Robert J.

My wife and I were introduced to Strategic Wealth through a long-standing family friend, who has been availing of their financial planning services for some time. Although our tenure as clients spans merely six months, we are thoroughly impressed by the quality of service provided by our adviser, Amyr. We anticipated a comprehensive review, yet the depth of analysis and understanding Amyr demonstrated regarding our financial situation was truly remarkable.

Previously, our investments were managed across two portfolios, and while we believed our affairs were in order, the nuances of tax efficiencies and the complexities surrounding inheritance tax were not adequately addressed until we engaged with Amyr. The straightforward yet effective approach adopted by Strategic Wealth has not only simplified our investment strategy but also significantly outperformed our previous experiences over the last five years, despite favourable market conditions playing a part.

The clarity and simplicity of the investment strategy, juxtaposed with the intricacies of our tailored financial plan, have profoundly impacted our understanding and confidence in our financial trajectory. For the first time, we feel genuinely informed about our financial direction and, while retirement is an option, having a concrete plan in place is immensely reassuring.

I wholeheartedly recommend Strategic Wealth to anyone considering their services. I would also advise fully embracing the digital tools they offer, such as the Wealth Portal app and the online portal, which are exceptional resources for managing your financial landscape.

Furthermore, our recent experience with an online review session, as opposed to a traditional face-to-face meeting, was surprisingly effective. Despite our initial reservations, the virtual consultation was seamless, saving us a journey into town and ultimately inspiring us to share our positive experience. The digital proficiency and adaptability of Strategic Wealth have added an extra layer of convenience and efficiency to their commendable service.

Sophia W.

Excellent financial advisors to work with - highly professional and personal - I felt my ambitions, views and concerns were carefully listened to, and as a result the advice I received felt very much tailored to my wishes. I am hugely reassured by the work we undertook, will certainly work with them again, and gladly recommend SWP to others.

Amanda L.

Patricia B.