Kingston financial planner on Board of Directors for global industry body

By Ellie Brown - Local Democracy Reporter 5th Nov 2021

Kingston financial planner Amyr Rocha-Lima is a partner at Holland Hahn & Wills (Credit: Holland Hahn & Wills)
Kingston financial planner Amyr Rocha-Lima is a partner at Holland Hahn & Wills (Credit: Holland Hahn & Wills)

A financial planner based in Kingston has been elected to the board of directors of the leading global industry body for his profession.

Amyr Rocha-Lima, partner at Kingston financial planning firm and Nub News sponsors Holland Hahn & Wills, will now sit on the non-executive board of the Chartered Institute for Securities and Investment (CISI).

The CISI has its roots in the London Stock Exchange and was set up in 1992 to set standards of professional excellence and integrity for securities, investment, wealth and financial planning professionals.

The organisation later expanded globally, opening offices in India, Dubai and Kenya, and now has 40,000 members worldwide. It also provides qualifications for those working in financial services and is the UK licensing authority for the globally recognised CERTIFIED FINANCIAL PLANNER™.

Amyr will now meet with others on the body's Board of Directors five times a year and has been made a Trustee of the organisation, a registered charity, for three years.

The Holland Hahn & Wills partner holds both the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Planner designations, and specialises in helping successful business owners and senior professionals with their retirement planning.

He is also a frequent commentator on financial planning and wealth management matters for both national and specialist media and in Kingston set up a podcast interviewing local business owners and community figures.

Originally from Brazil, Amyr has lived around the world, spending his childhood in Australia and completing his education in the USA and the UK, where he graduated from Bayes Business School (City, University of London).

His summers were spent on his family's farm in Brazil, where he helped with raising cattle and horses, and setting up an apiary.

Amyr and his wife, Patricia, have two young children. Outside of the office, Amyr enjoys spending time with his family and friends. He is a keen traveller, has a passion for world cinema and can often be found in one of London's eclectic array of restaurants.

Peter Moores, a chief executive officer at Raymond James who is responsible for overseeing all its businesses in the UK, was also elected as a Director of the CISI.

CISI Chairman Michael Cole Fontayn (MCSI) said: "We are delighted to welcome Amyr and Peter to the CISI Board and we look forward to their support and guidance as we continue to grow our global membership and professional qualifications."

A spokesperson for Holland Hahn & Wills said: "We are very proud of Amyr's achievement and recognition, and look forward to supporting him on this journey to grow financial planning globally.

"Congratulations & Well done Amyr!"

     

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