Amyr Rocha-Lima

What were the circumstances that caused you to initially look for an adviser?

I was referred to Amyr by a friend of mine.

How has Amyr Rocha-Lima helped you?

Amyr has an excellent approach to making savings and investmenst seem simple. He is friendly, knowledgeable and professional.

Have you seen the outcome you were hoping for?

Yes.

What were the circumstances that caused you to initially look for an adviser?

I’ve been planning my retirement as a DIY investor for several years. Having read many articles and books about the subject, I decided to contract a financial planner, as I realise that retirement is about more than just my investments.

How has Amyr Rocha-Lima helped you?

Amyr prompted me to think about my life in retirement, which I must admit I hadn’t done before. He then helped me think about my investments in line with the life I want to live. Is knowledge in this field was immensely helpful in guiding me towards building a meaningful financial plan.

Have you seen the outcome you were hoping for?

Yes.

What were the circumstances that caused you to initially look for an adviser?

I felt that my financial situation was very fragmented, having had accumulated various different pension plans and investments throughout my working life.

How has Amyr Rocha-Lima helped you?

Amyr was able defragment my financial life. By building a financial plan with him I know have clarity over how my assets can be used to support my lifestyle throughout retirement.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

I was seeking financial advice for dealing with my retirement plan and a sum of inheritance received within the family. Amyr has been able to combine that with wider long and short term financial planning, to enable our family to best use the money received along with adapting our own circumstances and outlook to give us a sound financial plan.

How has Amyr Rocha-Lima helped you?

Amyr was able to give us advice on a range of ways of dealing with my retirement and our estate. Moreover, I felt that he really listened to what was important to us as a family. He was very clear and thorough with his explanations, ensuring that we understood every step. As time has gone by, Amyr has been able to give us a very clear picture of our financial affairs.

Have you seen the outcome you were hoping for?

All the family have been very impressed with Amyr's approach in the way he has dealt with us and our finances. He has always been honest, upfront and clear with all of his undertakings and it has made the whole process smooth and efficient.

What were the circumstances that caused you to initially look for an adviser?

I was of an age where I felt my pensions, savings and investments were not being managed properly so I needed someone I could trust to help out and advise. I had lost all faith in banks and building societies.

How has Amyr Rocha-Lima helped you?

Amyr took time to listen to me and understand what was important in my life. He then worked matched my needs and hopes to my investments, and he was extremely patient in explaining it all to me.

Have you seen the outcome you were hoping for?

Yes, I feel that I have clarity over my finances and that my investments are being managed correctly. I have no concerns whatsoever.

What could they have done better?

I don't think there has been any instance where I felt my requirements were not fully considered and matched. I feel that Amyr is an integral part of the peace of mind I have achieved in retirement.