S1:E2 Certified Financial Planner professional, Amyr Rocha Lima talks about the impact of going through the CFP process and how he gives better advice to his clients now
In this podcast we talk all things Certified Financial Planner Professional certification with Amyr. Amyr earned his CFP professional certification two years ago and during this interview he shares his story about his "Ah ha!" moment that so many financial planners have when undertaking the require…
Ep. 98 - Paul Millard - Paul Millard Design
I’m joined today by Paul Millard.
Paul is the owner of Paul Millard Design, providing architectural design and project management services across a variety of sectors.
What’s unique about Paul is his unorthodox entry into architecture, which he switched into while studying electrical engineering …
Ep. 91 - Sandi Johnson - Guide Dogs Kingston
I’m joined today by Sandi Johnson.
Sandi leads the fundraiser for the Guide Dogs here in Kingston.
What’s unique about Sandi is how getting her own guide dog, Kane, had such a life changing impact on her life that it made her even more passionate about championing this cause.
And be sure to lis…
Ep. 99 - Debby Penton - Wild Fire PR
I’m joined today by Debby Penton.
Debby is the MD of Wildfire PR, a tech PR agency delivering high-impact campaigns that build market awareness, engage target audiences and drive sales for tech businesses.
What’s unique about Debby is her understanding of the importance of stories, going beyond s…
Ep. 96 - Nick Tudor - Turks River Cruises
I’m joined today by Nick Tudor.
Nick is the senior skipper at Turks River Cruises, a 310 year old, family run, Thames river boat company.
What’s unique about Nick is how he pivoted from an electrical engineering degree to following his passion for being on the water, first by becoming a divemaste…
In Conversation With... Amyr Rocha Lima, managing director, Strategic Wealth Partners
In this episode of “In Conversation With”, host Lois Vallely chats to Amyr Rocha Lima – chartered financial planner and co-founder of Strategic Wealth Partners, which launched in September last year. They talk about what it was like launching a brand-new advice firm, how AI can help advisers become…
Season 4, Episode 8: NextWealth Live - Wealth tech case study: Amyr Rocha Lima
In Episode 8, we share a presentation from Amyr Rocha Lima, Managing Director at Strategic Wealth Partners, which he gave at NextWealth in March 2024.
Amyr was part of our Wealth Tech Case Studies section, where he discussed the Strategic Wealth Portal and outlined the system's goals.
Following…
How Much Do You Need to Retire? | Financial Planning Secrets with Amyr Rocha Lima (S2, E17)
In this episode of Talk FS, we’re joined by Amyr Rocha Lima — an award-winning financial planner and TEDx speaker — to break down the truth about retirement planning, pensions, and financial freedom.
If you’ve ever asked yourself:
* “How much do I need to retire?”
* “Am I saving enough for retir…
What matters most when selecting pension providers?
Advisers are increasingly looking beyond headline charges when selecting pension providers. In this episode of the FT Adviser podcast deputy news editor Sonia Rach chats to Amyr Rocha Lima, managing director at Strategic Wealth Partners, and Max Gist, head of business development at The People’s Pe…
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