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.

My details

I like helping people on:

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Pensions - I’m approaching retirement

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Pensions – I’m getting started

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Pensions – I’m 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