This week on The Financial Planning Podcast, host Lewis Byford sits down with Amyr Rocha Lima, Managing Director and Chartered Financial Planner at Strategic Wealth Partners. Amyr is a multi-award-winning financial planner, specialising in helping professionals aged 50+ to reduce taxes, invest smarter, and retire on their terms. With a rich career spanning the globe, Amyr brings a unique perspective shaped by his diverse experiences.
In addition to his role at Strategic Wealth Partners, Amyr serves as Non-Executive Director and Chairman of the CISI Financial Planning Forum, where he actively champions the financial planning profession across the UK. His contributions to the field have earned him multiple accolades, including Citywire's "Adviser Personality of the Year."
Tune in to hear Amyr share his expert insights on tax planning, investment strategies, and his passion for shaping the future of financial planning. Amyr also highlights the book Living a Life of Significance by Joe Jordan, a must-read for anyone seeking inspiration and guidance in their financial journey.
Whether you're nearing retirement or just starting to think about it, this episode is packed with valuable advice.
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Mentioned in this episode: Living a Life of Significance by Joe Jordan
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