Amyr Rocha-Lima

Becoming a planning-centric professional and advocating for clients

Your profession

Becoming a planning-centric professional and advocating for clients

‘A planning centric approach is gaining more traction’

clock 16 June 2023 • 2 min read
PA360: 'Evolving' equity release market serves diverse client range

Your Business

PA360: 'Evolving' equity release market serves diverse client range

‘This market has evolved’

clock 27 April 2022 • 2 min read
CISI adds Amyr Rocha Lima and Peter Moores as directors

People

CISI adds Amyr Rocha Lima and Peter Moores as directors

Also CISI trustees

clock 02 November 2021 • 1 min read

Tax planning

CGT changes: Breathing space welcomed for divorcees and homeowners

OTS’s report short of calling for complete reform

clock 21 May 2021 • 4 min read

Tax Planning

Hard-hit NHS staff: Advisers discuss new tax year challenges

Budget consequences

clock 07 April 2021 • 5 min read

Your profession

Amyr Rocha-Lima to head CISI Financial Planning Forum committee

Will takeover January 2021

clock 01 October 2020 • 1 min read

Your profession

Amyr Rocha-Lima: In financial planning the 'why' must come first

The importance of 'why'

clock 24 September 2019 • 4 min read

Your profession

CISI appoints four members to Financial Planning Forum committee

Four new members

clock 22 October 2018 • 1 min read