Our Team
I help successful professionals age 50+ reduce taxes, invest smarter and retire on their terms.
Amyr Rocha Lima, MSc FPFS CFP®
Managing Director
Financial Planning
My investment philosophy isn’t centred on trying to “beat the markets”. I believe that financial decisions are as much about behaviour and emotions as they are analytical.
Get To Know Amyr
Amyr Rocha Lima is a multi-award winning chartered financial planner who specialises in helping successful professionals age 50+ reduce taxes, invest smarter and retire on their terms.
Amyr is a TEDx speaker, having delivered a talk on the importance of retirement planning, sharing insights to inspire individuals to take charge of their financial futures. He has served as a Non-Executive Director of the Chartered Institute for Securities & Investment (CISI) and was the youngest person to serve as Chair of the CISI's Financial Planning Forum, working with members to champion the financial planning profession in the UK. Today, he serves as a Non-Executive Director of the Financial Planning Standards Board (FPSB), the global body that develops and upholds standards for financial planning and the CERTIFIED FINANCIAL PLANNER® certification worldwide.
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's "The Top 35 Next Generation Advisers," recognising his work in shaping the financial planning profession in the UK. In 2023 he was named "Adviser Personality of the Year" at the Money Marketing Awards, for his outstanding work championing the profession. In 2025 he received the "Champion of Advice Award" at the Professional Adviser Awards, which recognises an individual leading the way in best practice across the 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.
Contact Us
If you've never worked with a financial planner before, we'll guide you through the process.
If you have previously worked with a financial planner but believe it is time for a change, we can assist you in making that transition.
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© 2026 Strategic Wealth Partners Limited.
Strategic Wealth Partners is an Independent Financial Adviser based in Kingston upon Thames. IFA Kingston – Financial Advisor Kingston.
Our clients value the service we provide and often recommend us to others.
Articles on this website are offered only for general informational and educational purposes. They are not offered as and do not constitute financial advice. You should not act or rely on any information contained in this website without first seeking advice from a professional.
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Strategic Wealth Partners Limited is authorised and regulated by the Financial Conduct Authority FSR 784088. Company No. 10817804 (England & Wales). Registered Office: Station House, Station Approach, East Horsley, Leatherhead, England, KT24 6QX
0208 719 0686
team@strategicwealthpartners.co.uk
The Smith, 145 London Road, Kingston upon Thames, KT2 6SR
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Helping successful professionals reduce taxes, invest smarter and retire on their terms.
