Amyr Rocha-Lima to head CISI Financial Planning Forum committee

Will takeover January 2021

Sophie King
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The forum encourages members to share ideas a listen to presentations by other practitioners and provides an opportunity to meet other professionals and engage in open discussions in a confidential setting, as forums are conducted under the Chatham House rule.
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The forum encourages members to share ideas a listen to presentations by other practitioners and provides an opportunity to meet other professionals and engage in open discussions in a confidential setting, as forums are conducted under the Chatham House rule.

The Chartered Institute for Securities & Investment (CISI) has appointed Holland Hahn & Wills Financial Planning partner and Chartered MCSI Amyr Rocha-Lima as chairman of its Financial Planning Forum committee.

Rocha-Lima (pictured) has been a member of the committee for two years and will take over the role of chairman from Paradigm Norton client director Martin Ruskin, who will be stepping down in January 2021....

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