Main Monetary Planner Amyr Rocha Lima and fellow planner Ian Cooke have launched a brand new Monetary Planning follow in Surrey and introduced the acquisition of one other Monetary Planning agency.
The brand new agency, launched with help from Benchmark Capital, relies within the centre of Kingston upon Thames, Surrey, and is known as Strategic Wealth Partners.
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 belongings below administration and a further 50 consumer 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 a daily column for Monetary Planning In the present day journal and is a frequent speaker at planning conferences. He additionally runs a podcast targeted 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 target of Strategic Wealth will likely be profitable professionals over 50, and individuals who have been just lately bereaved. They are going to be supplied a complete Monetary Planning service. The agency additionally plans to work with HNW purchasers all through the UK.
Mr Rocha Lima stated: “Our method is all about complete planning, from tax minimisation and good, data-driven funding methods to tailor-made retirement planning.”
The brand new agency will even launch the ‘Strategic Wealth Portal’, a consumer gateway, “the place know-how meets human empathy.” It can assist present an “built-in expertise” to purchasers.
The agency will use the SEI funding platform and can embrace a spread of in-house, low-cost, globally-diversified funding portfolios and supply to purchasers 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 people who have been just lately bereaved. Our aim is to assist our purchasers make good monetary choices in an effort 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 assets to deliver 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 purchasers, bringing better energy, depth, and continuity to the consolidated enterprise.”