Your local CERTIFIED FINANCIAL PLANNER™ professional asks…

Do you have enough saved for retirement?

The good life.

It’s what most hard-working professionals like you dream of living after they’ve sold their business or left their corporate career behind. But far too many fail to ever turn that dream into reality, because they ignore one simple fact:

If you don’t know how much your ideal retirement will cost, you can’t know how to save for it effectively. Now, though, there’s an easy first step you can take to solve this.

Today, Kingston’s multi-award winning independent financial adviser and TEDx speaker, Amyr Rocha Lima, is sharing a short video that’s packed with retirement tips, and completely free to watch.

In less time than it takes to eat your lunch, you’ll discover:

  • Why you need to define your ideal retirement first, then build a plan to achieve it.

  • What the “Rule of 375” reveals about later-life spending and saving habits.

  • Sarah’s story, and what it means for how you look after your loved ones.

Boost your financial know-how by watching Amyr’s TEDx talk below:

If you’re now inspired to start shaping your financial future, you don’t need to look far for help.

Meet…

Amyr Rocha Lima

As mentioned in the video you’ve just watched, Amyr is the Managing Director at Strategic Wealth Partners, a financial planning firm proudly based in the heart of Kingston. And he’s come a long way to get here.

Amyr is originally from Brazil, and has lived around the globe, spending his childhood in Australia and completing his education in the USA and UK. In his 20 years in financial services, Amyr has helped countless individuals pay less tax, invest smarter and retire on their own terms.

See for yourself…

How other successful professionals benefited from Amyr’s advice.

You aren’t alone if you’re not sure how much money you’ll need for your dream retirement. Each of the people below were in the same position, until they made the decision to speak to Amyr and the team at Strategic Wealth Partners.

“I don’t think I could’ve achieved this on my own”

A client in Surrey

“Amyr made me see that investment performance is secondary to a financial plan, where the primary focus is on what I actually want to achieve with my money.

“I now know where my money is invested and why, and how that links with helping me keep the lifestyle I’ve worked so hard to achieve. I don’t think I could’ve achieved this on my own.”

“I’m looking forward to going into retirement with a clear plan of action”

A client in Berkshire

“Amyr listened to what I wanted to achieve, and helped me visualise what my retirement might look like. He then summarised my goals into a financial planning report, answered my questions, and explained everything concisely. Now, I’m looking forward to going into retirement with a clear plan of action.

“Amyr has the right balance between professionalism and approachability. I’m happy to have chosen him as my financial adviser.”

“My only regret is I didn’t do it earlier”

A client in Buckinghamshire

“I needed to consolidate my pensions and ensure I was set for my retirement in approximately ten years. Amyr evaluated my position, and made a simple proposition on what he recommended I should do to invest and obtain the best tax benefits.

“After just over six months of being with Strategic Wealth Partners, I’m extremely happy. My only regret is I didn’t do it earlier.”

Sadly, the kind of financial confidence and peace of mind described above is rare, and here’s why:

Most people either won’t be bold enough to reach out to an expert for help with their retirement planning, or never have the chance to. In your case, however, it doesn’t need to be this way.

Presenting to you…

An exclusive opportunity to get retirement ready

Amyr is making availability for a limited number of new clients from Kingston upon Thames and the surrounding areas. If you’d like to work with someone who can show you how much is “enough” for your dream retirement, here’s everything you need to know to secure your spot…

Simply register your interest by filling in the short form below. You’ll hear back within 48 hours.

Your first meeting is completely free of charge. And there’s no obligation whatsoever to take things further if you change your mind.

So don’t let one of your peers take advantage of this offer before you. The 60 seconds it takes to fill in the form below might just turn out to be the most valuable time you ever spend.

No spam or sales messages – you’ll only be contacted about your enquiry.

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