Amyr Rocha Lima's TEDx Talk.

Amyr Rocha Lima, Managing Director at Strategic Wealth Partners, recently delivered an impactful TEDx talk titled "Do You Have Enough Saved For Retirement?" at TEDxKingstonUponThames.

In his talk, Amyr demystifies the complexities of retirement planning, offering practical advice to help individuals plan for a financially secure future. Drawing from his extensive experience, he empowers the audience to balance living well today with preparing for tomorrow.

This talk isn’t just about numbers; it’s about envisioning your ideal future and taking actionable steps today to make it a reality. Learn how to evaluate your current financial status, understand your future needs, and create a dynamic financial plan that adapts to life’s changes.

Amyr Rocha Lima, MSc FPFS CFP® Chartered Financial Planner Kingston upon Thames
Amyr Rocha Lima, MSc FPFS CFP® Chartered Financial Planner Kingston upon Thames
Amyr Rocha Lima, MSc FPFS CFP® Chartered Financial Planner Kingston upon Thames
Amyr Rocha Lima, MSc FPFS CFP® Chartered Financial Planner Kingston upon Thames
Amyr Rocha Lima, MSc FPFS CFP® Chartered Financial Planner Kingston upon Thames
Amyr Rocha Lima, MSc FPFS CFP® Chartered Financial Planner Kingston upon Thames

Proud to be Chartered

The CFP® certification is the only globally recognised mark of excellence in financial planning and is a degree level qualification. CFP® professionals have proved their extensive theoretical and practical knowledge.

The Chartered Wealth Manager qualification is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide a highest quality investment management services to clients.

“I worked with Amyr on my long-term retirement planning. No ask was too difficult, no question left without a very clear answer and often he identified further areas to explore, creating more work for himself and more value to me. The cherry on the cake was simply how pleasurable it was to work with him.”

Yossi Dahan
(Director, Microsoft)

*****

“I would like to wholeheartedly endorse my financial adviser, Amyr. You would have to go a long way to find a kinder, patient and more honest person. A truly nice guy who is a pleasure to deal with.”

Jeanette Edmiston
(Partner, Cushman & Wakefield)

*****

“We worked with Amyr over a number of months to build a financial plan as a basis to enter retirement. Amyr is very personable, approachable and has demonstrated throughout a depth of knowledge, experience and foresight supported by a clarity of communication to enable us to confidently enter this phase of our lives.”

Paul Toolan
(Programme Director, Xoserve)

*****

Here's what clients say

Let's chat

Ready to start building your financial plan?

Then you can book a free, no obligation call with me.

We'll have an initial conversation to better understand your requirements and to see whether my services would be a good fit.

Amyr Rocha-Lima MSc FPFS CFP Chartered Financial Planner Kingston upon Thames
Amyr Rocha-Lima MSc FPFS CFP Chartered Financial Planner Kingston upon Thames