Amyr Rocha Lima is a multi-award winning chartered financial planner who specialises in helping successful professionals age 50+ reduce taxes, invest smarter and retire on their terms. Amyr is also a Non-Executive Director of the Chartered Institute for Securities and Investments (CISI) and the Chairman of the CISI's Financial Planning Forum - working with over 7,800 members to champion the financial planning profession in the UK. Amyr is a frequent commentator on financial planning and wealth management matters for both national and specialist media. In 2017, 2019 and 2020 he was included in Citywire magazine’s “The Top 35 Next Generation Advisers” for his work in shaping the financial planning profession in the UK. In 2023, Amyr was crowned "Adviser Personality of the Year" by Money Marketing magazine, for his outstanding work championing the profession.