Main Monetary Planner Amyr Rocha Lima and fellow planner Ian Cooke have launched a brand new Monetary Planning apply in Surrey and introduced the acquisition of one other Monetary Planning agency.
The brand new agency, launched with help from Benchmark Capital, is predicated within the centre of Kingston upon Thames, Surrey, and known as Strategic Wealth Companions.
As a part of the launch Strategic Wealth Companions has acquired Kingswood Monetary, a agency based by Graham Day, a Chartered Monetary Planner and Licensed Monetary Planner with over 30 years of expertise.
The acquisition has added roughly £45 million in property below administration and an extra 50 shopper households.
Mr Rocha Lima is chairman of the CISI’s Monetary Planning Discussion board Committee and is a well-known Monetary Planning skilled. He writes an everyday column for Monetary Planning Right this moment journal and is a frequent speaker at planning conferences. He additionally runs a podcast centered on native enterprise individuals.
Mr Rocha has labored within the Monetary Planning career for over a decade and is a Chartered and Licensed Monetary Planner. He beforehand labored at Holland Hahn & Wills LLP in Hampton Wick for over 5 years, leaving on the finish of 2022 to work on his new enterprise.
The main focus of Strategic Wealth might be profitable professionals over 50, and individuals who have been not too long ago bereaved. They are going to be provided a complete Monetary Planning service. The agency additionally plans to work with HNW shoppers all through the UK.
Mr Rocha Lima stated: “Our strategy is all about complete planning, from tax minimisation and good, data-driven funding methods to tailor-made retirement planning.”
The brand new agency may even launch the ‘Strategic Wealth Portal’, a shopper gateway, “the place expertise meets human empathy.” It would assist present an “built-in expertise” to shoppers.
The agency will use the SEI funding platform and can embody a spread of in-house, low-cost, globally-diversified funding portfolios and supply to shoppers a consolidated view of budgeting and cashflow planning built-in with open banking.
Amyr Rocha Lima, co-founder and managing director of Strategic Wealth Companions, added: “We’re thrilled to launch Strategic Wealth Companions and provide a brand new choice for high-net-worth people approaching retirement and those that have been not too long ago bereaved. Our objective is to assist our shoppers make good monetary choices with a purpose to obtain their most cherished life objectives.”
Mr Cooke, co-founder and co-director, stated:”We wish to specific our gratitude to Benchmark Capital for his or her help and help all through our platform choice course of. Moreover, their experience has been instrumental in serving to us develop and implement our cutting-edge, data-driven funding options. We’re grateful for his or her dedication to our imaginative and prescient and for offering us with the sources to carry our progressive agency to fruition.”
Mr Day, managing director of Kingswood Monetary, stated: “We’re thrilled to hitch forces with two of the UK’s main and most well-respected Monetary Planners. This acquisition is nice information for our shoppers, bringing larger energy, depth, and continuity to the consolidated enterprise.”