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

Advisers should 'be honest' about whether their tech is robust enough
FT Adviser

'An educational hub could bridge the gap between finfluencers and firms'
FT Adviser

NextWealth Live: Wealth Tech Case Studies (Strategic Wealth Portal®)
NextWealth Live

IFA joins BBC Radio 4 to warn against ‘get-rich-quick’ finfluencers
New Model Adviser

In Conversation With… Amyr Rocha Lima, Managing Director, Strategic Wealth Partners
Money Marketing

Empowering tomorrow's financial minds: Financial Literacy Toolkit
The Review

Early retirement planning
Financial Planning Today

A friend made coffee in Axa's head office. That’s how I fell into it’
FT Adviser

Amyr Rocha Lima presented at the prestigious FT Global Wealth Management Summit 2023
Strategic Wealth Partners

Flexing retirement income muscle
Financial Planning Today

Rocha Lima heads new Planning firm making first acquisition
Financial Planning Today

Industry duo launch Strategic Wealth Partners to target high-net-worth clients
Money Marketing

Advisers launch Kingston-based practice for HNW clients
FT Adviser

Meet the Money Marketing Awards 2023 winners!
Money Marketing

Becoming a planning-centric professional and advocating for clients
Professional Adviser

Just do the work
The Perfect RIA

PA Awards 2023: Winners from the night!
Professional Adviser

7 tips from advisers to those just starting out
Nucleus Illuminate

History makes us better investors
Financial Planning Today

Eight tips to prepare your portfolio for retirement
Interactive Investor

Protecting clients from themselves
Financial Planning Today

Evolution of finance
The Review

Advisers react to the FCA’s Consumer Duty
Money Marketing

‘Finfluencers’ are the supply filling a demand
FT Adviser

Fear & Greed
Financial Planning Today

'We are ready to help': Advisers prepare clients for inflationary squeeze
Professional Adviser

A guide to retirement
FT Adviser

Wealth management: the financial planning approach
Financial Planning Today

On the spot: Amyr Rocha-Lima
Illuminate

Finfluencers
Financial Planning Today

Money Makeover: 'My dad lost everything to inflation in the 1970s, I can't allow a repeat'
The Telegraph

How clients choose financial advisers
Illuminate

The wonders of financial planning
Financial Planning Today

Financial planners may not have the answers people want, but ask the questions people need
IFA Magazine

A buyer’s guide to retirement solutions
Citywire

Advisers must fight their corner better
Money Marketing

UK’s financial planning community encouraged to sign up to empower consumers in financial decision making
IFA Magazine

Up close with Kingston podcast host Amyr Rocha Lima
Kingston Nub News

Money Makeover: 'How can I leave my £2m fish 'n' chip fortune to my family, not the taxman?'
The Telegraph

The great wealth tax debate
Money Marketing

SPAC changes to have ‘significant impact’ on UK advice M&A
International Adviser

Money Makeover: 'Should I sell my buy-to-let to pay for retirement?'
The Telegraph

CISI picks Rocha-Lima to chair financial planning committee
Citywire

The impact of retirement
Professional Adviser

Weekend Essay: How influencers became financial advisers
Money Marketing

Viral or vicious? Financial advice blows up on TikTok
InvestmentNews

The Top 35 Next Generation Advisers 2020
New Model Adviser

Building a robust client acquisition strategy in 5 steps
Financial Planning Association

Local adviser podcast celebrates one year anniversary
Professional Adviser

Bitcoin plunges 11pc after flirting with record highs
The Telegraph

The rise of TikTok 'finfluencers' offers lessons for the investment industry
City A.M.

Hard-hit NHS staff: Advisers discuss new tax year challenges
Professional Adviser

Money Makeover: 'I have cancer and need to ensure my wife can afford care when I'm gone'
The Telegraph

The Top 35 Next Generation Advisers 2019
New Model Adviser

Eight ways to help clients adjust
Professional Adviser

Around the world with CFP™ professionals
The Review

Change your questions, change your life
Personal Finance Society

Social media 'stars' are teaching your kids about the stock market
The Telegraph

Amyr Rocha Lima to head CISI Financial Planning Forum committee
Professional Adviser

The six stages of retirement
Professional Adviser

Be the change you want to see in financial advice
New Model Adviser

The worst has happened – how do I claim life insurance?
The Telegraph

10 top advisers on where the profession is heading
New Model Adviser

CGT changes: Breathing space welcomed for divorcees and homeowners
Professional Adviser

What is true wealth?
Voyant Blog

The great wealth transfer
The Review

How 'value-added networking' grew our business
Illuminate

The Top 35 Next Generation Advisers 2017
New Model Adviser

Diary of a young adviser
Money Marketing

IFAs share smart strategies for retirement planning
New Model Adviser

How to deepen client relationships
Personal Finance Society

Why HR officers should be your next business relationship target
Money Marketing

How to help clients plan for their child's wedding
New Model Adviser

In financial planning the 'why' must come first
Professional Adviser

IFAs share smart strategies for retirement planning
Citywire

Train hard, fight easy: how to be your clients' coach
New Model Adviser

'What do you do?' The hidden impact of retirement on clients
Illuminate

How to help your clients get organised
New Model Adviser

Why younger planners can (and should) work with older clients
Illuminate

Six questions that will get clients talking
New Model Adviser

How to balance your client’s dreams with an investment strategy
Illuminate

What we mean by the 'wealth preservation business'
New Model Adviser

Chartered... and Beyond
Personal Finance Society

As featured in

”Amyr has provided me with objective and impartial advice when reviewing my financial plan and objectives. Amyr has excellent technical knowledge and, more importantly, he delivers his advice clearly and in a way that helps you decide your next steps."

Paul Dawson
(Senior Risk and Compliance Officer - Metlife)

*****

”I appreciated Amyr's friendly, relaxed and helpful manner and, even more, his highly professional approach. He soon understood my financial situation and what I was looking for. The financial plan he proposed met my requirements. I have every confidence we will have a good working relationship in the years ahead.”

Louise Anstead
(London Stock Exchange)

*****

”After trying several IFAs who did not 'cut the mustard' I was lucky enough to find Amyr. He has been exemplary in his dealings with me. He is very professional, knowledgeable, honest, friendly, and (most important to me) someone I know that I can trust with my financial affairs.”

Dominic Cortizo
(Certification Specialist - Civil Aviation Authority)

*****

Here's what clients say

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