Holly Mckay
Holly MackayFounder and CEO
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    • Home • Advice • Advisers
    Amyr Rocha-Lima

    Amyr Rocha-Lima

    Partner

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    Surrey

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    About me

    I’m a Chartered & Certified financial planner and my work is focused on helping successful professionals age 50+ reduce taxes, invest smarter and retire on their terms.

    I’m a partner at Holland Hahn & Wills LLP, a financial planning and wealth management firm based in Kingston upon Thames. I’m also the chairman of the CISI Financial Planning Forum, working with over 6,670 members to champion the financial planning profession in the UK.

    On a personal note, I’m originally from Brazil, and I’ve lived around the globe, spending my childhood in Australia and completing myeducation in the USA and the UK. My summers were spent back on myfamily’s farm, where I got involved with raising cattle and horses – even helping set up an apiary. My wife, Patricia, and I have two young children.

    And outside of the office, I enjoy spending time with my family and friends. I’m a keen traveller, and I have a passion for world cinema and (pre-COVID) I could often be found in one of London’s eclectic array of restaurants.

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    My details

    I like helping people on:

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    Pensions - Approaching retirement

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    Pensions – Getting started

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    Pensions – Retired

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    Pension transfers

    My qualifications:

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    Chartered Financial Planner

    My charging model:

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    Ongoing % fee

    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
    Risk warningAs is always the case with investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may change in the future.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
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