Amyr Rocha-Lima

Amyr Rocha Lima is a multi-award winning CERTIFIED FINANCIAL PLANNER™ professional 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 financial planning 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. --- PLEASE NOTE: VouchedFor charge advisers for all enquiries obtained through this website, so please only contact Amyr if you are serious and genuine about looking for financial planning advice.