Amyr Rocha Lima at Money Marketing Interactive London 2026
We are delighted to announce that our Managing Director, Amyr Rocha Lima, will be speaking at Money Marketing Interactive London 2026.
Amyr has also been invited to join the event’s Advisory Board, a group of industry leaders, innovators and influencers helping to shape the future of financial services.
The Advisory Board brings together leaders from advice firms, larger financial services businesses and prominent industry organisations. Its role is to help shape the content for Money Marketing Interactive London, working alongside the Money Marketing editorial team and drawing on valuable insight from across the profession.
Amyr will be speaking on the closing panel, Putting clients first when planning your exit. The session will explore why succession planning, business continuity and exit planning matter more than ever, particularly for smaller advice firms built around key individuals.
The discussion will focus on how firms can protect clients, reduce key-person risk and build long-term resilience, while keeping clients’ interests at the centre of the process.
Amyr Rocha Lima shared his enthusiasm, saying, “It’s a privilege to be involved with Money Marketing Interactive London 2026, both as a speaker and as part of the Advisory Board. Succession planning is one of the most important conversations in our profession. At its heart, it is about making sure clients continue to be looked after properly, whatever happens to the people or firms who serve them.”
For a more detailed discussion on this topic, please feel free to contact us. Our team are always available to answer your questions and to help you with any of your financial planning needs. Here’s what we offer: A cup of coffee… and a second opinion.
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