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.
Client Stories
"The trust and feeling of comfort has grown over the eight years since our first meeting."
"They are good listeners and make thoughtful recommendations that are relevant to what we are trying to accomplish in our lives."
"Working with them on my long-term financial plan has been a source of comfort since my husband's passing."
Our job is to make sure that every decision you make moves you closer to your goals.
Are You Ready to Retire?
Take our retirement readiness quiz to learn whether you're on-track to plan for your ideal retirement.
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.
© 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.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
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
------------------------------------------------------
Helping successful professionals reduce taxes, invest smarter and retire on their terms.
