AMYR ROCHA LIMA, MSc FPFS CFP®

I help successful professionals age 50+ reduce taxes, invest smarter and retire on their terms.

My investment philosophy isn’t centred on trying to “beat the markets”. I believe that financial decisions are as much about behaviour and emotions as they are analytical.

Amyr Rocha Lima is a multi-award winning chartered financial planner who specialises in helping successful professionals age 50+ reduce taxes, invest smarter and retire on their terms.

Amyr is also a Non-Executive Director of the Chartered Institute for Securities and Investments (CISI) and the Chairman of the CISI's Financial Planning Forum - working with over 7,800 members to champion the financial planning profession in the UK.

A graduate of the Bayes Business School (City, University of London) his professional accreditations include:

• MSc in Wealth Management
• Advanced Diploma in Financial Planning
• Chartered Fellow of the CISI
• Fellow of the Personal Finance Society
• Chartered Financial Planner
• Chartered Wealth Manager
• Certified Financial Planner™
• Registered Life Planner®

Amyr is a frequent commentator on financial planning and wealth management matters for both national and specialist media.

In 2017, 2019 and 2020 he was included in Citywire magazine’s “The Top 35 Next Generation Advisers” for his work in shaping the financial planning profession in the UK. In 2023, Amyr was crowned "Adviser Personality of the Year" for his outstanding work championing the profession.

Originally from Brazil, Amyr has lived around the globe, spending his childhood in Australia and completing his education in the USA and the UK. His summers were spent back on his family’s farm, where he got involved with raising cattle and horses – even helping set up an apiary.

Amyr and his wife, Patricia, have two young children.

Outside of the office, Amyr enjoys spending time with his family and friends. He is a keen traveller, has a passion for world cinema and can often be found in one of London’s eclectic array of restaurants.

Official Biography

A trusted financial planner who helps you live a life with purpose.

The secret behind this financial planner's success
Nucleus Illuminate

Five minutes with: Amyr Rocha Lima, CFP®
Money Marketing

Advice from a 'NextGen' Financial Planner
FP Advance

Why I... Meditate
Advicefront

Becoming a planning-centric financial planner
NextGen Planners

Selection of press for Amyr

Video Interviews w/ Amyr

Doubling Down on Being Human
Octo Members

Creating a Golden Civilization
Kinder Institute of Life Planning

Podcast Interviews w/ Amyr

A Positive Imprint: Building a Visionary Firm with Amyr Rocha Lima
Adviser 3.0

In Conversation With… Amyr Rocha Lima, managing director, Strategic Wealth Partners
Money Marketing

Just do the work
The Perfect RIA Podcast

When the penny dropped
Innovating Advice Show

Rage, rage against the dying of the light
The Financial Life Coach Podcast

Power Podcast - Episode 21
The Personal Finance Society

Why do you want to be a financial adviser?
The Adviser Gap Podcast

The impact of the CFP® certification
Your Financial Planning Maestro Podcast

Proud to be Chartered

The CFP® certification is the only globally recognised mark of excellence in financial planning and is a degree level qualification. CFP® professionals have proved their extensive theoretical and practical knowledge.

The Chartered Wealth Manager qualification is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide a highest quality investment management services to clients.

”Amyr has been excellent in cutting through all the noise and simplifying our decision making for our future retirement plans."

Alexander Butt
(Head of Risk Management, Heathrow Airport)

*****

”Amyr has been a huge help to my wife and I in providing much needed reassurance in relation to our financial planning. For honest, high integrity financial advice, I strongly recommend him.”

William Baker
(Merit Researcher, Royal Botanic Gardens)

*****

”I found the whole financial planning process an informative, enlightening and pleasant experience, and I would like to thank Amyr for his efforts”

Martin Bulmer
(Professor of Sociology, University of Surrey)

*****