This week on The Financial Planning Podcast, host Lewis Byford sits down with Amyr Rocha Lima, Managing Director and Chartered Financial Planner at Strategic Wealth Partners. Amyr is a multi-award-winning financial planner, specialising in helping professionals aged 50+ to reduce taxes, invest smarter, and retire on their terms. With a rich career spanning the globe, Amyr brings a unique perspective shaped by his diverse experiences.

In addition to his role at Strategic Wealth Partners, Amyr serves as Non-Executive Director and Chairman of the CISI Financial Planning Forum, where he actively champions the financial planning profession across the UK. His contributions to the field have earned him multiple accolades, including Citywire's "Adviser Personality of the Year."

Tune in to hear Amyr share his expert insights on tax planning, investment strategies, and his passion for shaping the future of financial planning. Amyr also highlights the book Living a Life of Significance by Joe Jordan, a must-read for anyone seeking inspiration and guidance in their financial journey.

Whether you're nearing retirement or just starting to think about it, this episode is packed with valuable advice.

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Mentioned in this episode: Living a Life of Significance by Joe Jordan

This week on The Financial Planning Podcast, host Lewis Byford welcomes Aleah Townsend, the Head of Account Management at Connor Broadley Wealth Management. Based in the heart of Mayfair, Connor Broadley is a boutique firm specialising in financial planning and investment management operations. Aleah brings over 10 years of industry experience, with a deep passion for processes, efficiency, and building strong client relationships.

As Head of Account Management, Aleah plays a critical role in overseeing client interactions and ensuring that operations run smoothly. Her expertise and dedication to excellence have been instrumental in the firm’s success, making her an invaluable asset to both her clients and colleagues.

Outside of her professional achievements, Aleah is an avid traveller, always eager to explore new destinations around the globe. Family time is also a top priority for her, and she cherishes every moment spent with her loved ones.

Tune in to hear Aleah Townsend share her insights on account management, operational efficiency, and the importance of relationship-building in wealth management on this week’s episode of The Financial Planning Podcast.

Connect with Lewis Byford: https://www.linkedin.com/in/lewis-byford-b540a6118/

Connect with Aleah Townsend: https://www.linkedin.com/in/aleah-townsend-ab9173a5/

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This week on The Financial Planning Podcast, host Lewis Byford welcomes Lindsay Taylor, the Marketing & Business Development Director at Taylor Financial Management. With nearly 15 years of experience in marketing and events, Lindsay has a distinguished background that includes leading marketing activities for Deloitte in the Transportation, Hospitality, and Leisure sectors, as well as spearheading the firm’s flagship events within the Consulting and Technology, Media, and Telecoms sectors.

After her time at Deloitte, Lindsay joined forces with her husband, James Taylor, to enhance the success of his newly founded Independent Financial Advice practice, Taylor Financial Management. She now oversees the firm's marketing, operations, and business development strategy, orchestrates popular client events, and plays a pivotal role in nurturing relationships with professional introducers. Additionally, Lindsay coordinates a local quarterly Financial Advisers Roundtable.

Outside of her professional life, Lindsay is married to James and mother to their son Louie. A travel enthusiast, she is always planning the next adventure. Lindsay also volunteers her time to the social, development, and fundraising committees at the local rugby club.

Tune in to hear Lindsay share her wealth of experience, insights on marketing and business development in the financial sector, and her commitment to community and client education on this week’s episode of The Financial Planning Podcast.

Connect with Lewis Byford: https://www.linkedin.com/in/lewis-byford-b540a6118/

Connect with Lindsay Taylor: https://www.linkedin.com/in/mrslindsayetaylor/

Follow The Financial Planning Club: https://www.linkedin.com/company/the-financial-planning-club/