Amyr Rocha-Lima to head CISI 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.   The forum encourages members to share ideas and listen to presentations by other practitioners. It provides an opportunity to meet other professionals and engage in open discussions in a confidential setting, as forums are conducted under the Chatham House rules, meaning participants are free to use the information received, but neither the identity nor the affiliation of the speaker...