Us

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

Amyr Rocha Lima, MSc FPFS CFP®

Managing Director & Chartered Financial Planner

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.

Get To Know Amyr

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" by Money Marketing magazine, 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.

Contact Us

If you've never worked with a financial planner before, we'll guide you through the process.

If you have previously worked with a financial planner but believe it is time for a change, we can assist you in making that transition.