Amyr Rocha Lima at the FT Adviser Financial Advice Forum 2024

We are excited to announce that our Managing Director, Amyr Rocha Lima, will be speaking at the FT Adviser Financial Advice Forum.

This prestigious event is the 6th edition of the Financial Advice Forum and presents a fantastic opportunity for our team to explore the key issues facing financial advisers across regulation, investments, and pensions, all against a backdrop of political and economic uncertainty.

Amyr will be presenting on how we are building the Strategic Wealth Portal™ to become the future of back office and platform integration in financial advice firms.

Amyr Rocha Lima shared his enthusiasm, saying, "It’s an honour to be invited to speak at such a great event. I’m looking forward to discussing the innovative solutions we are developing, as well as learning from many industry professionals."

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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