Your local CERTIFIED FINANCIAL PLANNER™ asks…
Is this fixable investment mistake damaging your wealth?

There’s a simple truth about wealth-building that even the most successful, intelligent professionals like yourself often aren’t aware of or have been misled about:

A clear financial plan helps you move forward with confidence, without needing to predict the future.

Maybe you’ve dabbled in investing yourself, but in hindsight can admit you aren’t certain which decisions were wise and which weren’t.

Perhaps you’ve worked with a wealth manager whose “proactive” approach seemed to justify their fees, but left you scratching your head about the lasting effects.

The reality is that when investing is done in isolation, instead of as part of a wider roadmap, it can lead to some serious errors of judgement.

So, what are they?

Familiarise yourself with…

The three investing missteps that could be costing you big

When you work with a financial planner, rather than attempting to forecast markets, they’ll focus on preparation and resilience. This means allowing markets to move while your plan stays aligned with the life you want to live – but there’s an important caveat.

Picking the first financial planning firm you find is usually unwise. Instead, you need to choose one that’s credible, accessible, and with a deep understanding of the lives of people in similar circumstances to your own. Look no further.

1. Getting paranoid about strong stock market performance

After several years of exceptional global stock market returns, many people are wondering what comes next. On one hand, growth feels encouraging. On the other, it raises natural concerns. Are markets now overvalued? Should you reduce risk? Is a downturn around the corner?

The challenge is that reacting to short-term market expectations can quietly undermine long-term progress. Decisions driven by headlines or recent performance often lead to unnecessary change – something a financial plan is designed to guard against.

2. Misunderstanding the cyclical nature of the market

History shows that markets move in cycles. Positive years are more common than negative ones, yet downturns feel more intense while they are happening. Periods of strong returns are normal. Periods of decline are normal. Trying to move between the two has consistently harmed investor outcomes.

A well-designed plan prepares you for both – without needing to guess which comes next.

3. Being impatient and acting on impulse at the wrong times

The irony of good preparation is that it can look like doing very little. Remaining invested during uncertainty is often the most disciplined decision an investor can make – and without the right support, most lack that discipline.

A calm and structured approach to financial planning shifts the focus away from prediction and towards clarity. In practice, that may include: keeping sufficient cash available for short-term spending; avoiding forced sales during market declines; and allowing long-term investments to compound over time.

Introducing you to…

Kingston-upon-Thames’s multi-award-winning financial planners

Strategic Wealth Partners, founded by CERTIFIED FINANCIAL PLANNER™ Amyr Rocha Lima, takes a planning-led approach to investment and financial decision-making. Instead of chasing forecasts, the focus is on helping you define what matters most, building resilience into your plan, and supporting you through changing markets and changing stages of life.

From the moment clients first get in touch, the aim is simple: clarity, confidence, and long-term alignment between your wealth and your values. It’s a formula that’s proven successful time after time, but don’t just take our word for it.

See for yourself…

What smart locals just like you are saying about our expertise

Each of these real clients made the decision to reach out to us for help with their finances, and now they’re looking forward to a future free from worry.

"At last, I have my retirement plans in good shape."

Pete, Surrey

“I needed advice on retirement planning. Amyr helped clarify my options, and provided excellent information and updates throughout.

This is the first time I’ve used a financial adviser, and the experience was very enjoyable. At last, I have my retirement plans in good shape.”

“I now have one manageable pension fund.”

Simon, Buckinghamshire

“I was looking to combine several work pensions into one manageable fund. Amyr was clear about the risks, understood my personal and financial situation, and made sure that the right investment options were considered.

I now have one manageable pension fund, with easy access and control.”

“We’d recommend Amyr to anyone who needs advice.”

Phil, Oxfordshire

“We contacted Amyr looking for pensions and investment advice. Now, Amyr looks after our retirement savings and gives sound advice with real focus on our personal financial requirements.

He’s reliable and helpful. We’d recommend him to anyone who needs advice with financial matters.”

Here’s the thing. When your plan is anchored around what “enough” looks like for you – your lifestyle, your freedom, and your sense of security – market movements become context rather than instruction. And today, there’s a rare opportunity to find out what this approach can do for you if you’re ready to take the plunge.

Act soon:

Be one of a select few getting award-winning support with
fixing their finances

If our way of thinking resonates with you, it may be worth exploring what a calmer, planning-focused approach could look like. As a small, tight-knit team, we can only offer this service to a limited number of clients at any one time – but there’s good news:

A handful of spaces have recently become available for Kingston residents with investment concerns. To register your interest, spend 60 seconds filling out the short form below – you’ll get confirmation of whether or not you were successful within 48 hours.

Whether you want a second opinion on an existing plan or are starting to think about your long-term strategy, a thoughtful conversation is always a good place to begin. Your first chat with us is free of charge and comes with no obligation, so don’t let one of your neighbours take advantage before you get the chance.

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

Want to understand more first?

This TEDx Talk by Amyr Rocha Lima will boost your retirement know-how in minutes

If you want to gain a better grasp on your situation before reaching out to a qualified professional, you aren’t alone. There’s a financial knowledge gap among many people in your position, and that’s something we’ve taken steps to address…

In this short video, our multi-award winning financial planner Amyr Rocha Lima explains how much you actually need for retirement, and how to achieve it.

Watch Amyr’s TEDx Talk below:

And remember: simply register your interest when you’re ready for a free, no-obligation chat about your financial future. The clock is ticking…