Strategic Wealth Partners’ Managing Director Joins Global Financial Planning Standards Board

Our Managing Director, Amyr Rocha Lima, has been appointed to the Board of Directors of the Financial Planning Standards Board (FPSB) — the global standards-setting body for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals worldwide. Amyr will officially begin his term on 1 April 2026.

This prestigious appointment recognises Amyr’s continued contribution to advancing financial planning, both in the UK and internationally. Formerly Chair of the Chartered Institute for Securities & Investment (CISI)’s Financial Planning Forum and now a member of the CISI Board, Amyr has long championed collaboration, professional standards, and public trust within our profession.

Commenting on his appointment, FPSB Board Chair Andrea Middel said:

"Amyr adds a wealth of experience in fostering collaboration across Europe and a strong dedication to raising professional standards and public trust.”

At Strategic Wealth Partners, we are immensely proud of this recognition. It reflects not only Amyr’s leadership but also our firm’s unwavering commitment to integrity, excellence, and the continuous advancement of financial planning as a global profession.

As always, we thank our clients and professional partners for their trust and support — the foundation that makes achievements like this possible.

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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