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PA360: Blended strategies an important adviser consideration

When it comes to retirement planning, considering a blended strategy is always important to consider for clients, advisers heard. ....

Darsh Williams , Just Group , Strategic Wealth Partners , Amyr Rocha Lima , Martin Lines , Pa360 2024 , Martin Lines , Marsh Williams , Strategic Wealth Partners , Andrew Storey , Retirement Income ,

In Conversation With... Amyr Rocha Lima, managing director, Strategic Wealth Partners

In this episode of “In Conversation With”, host Lois Vallely chats to Amyr Rocha Lima – chartered financial planner and co-founder of Strategic Wealth Partners, which launched in September last year. They talk about what it was like launching a brand-new advice firm, how AI can help advisers become more efficient, ....

Lois Vallely , Amyr Rocha Lima , Strategic Wealth Partners ,

The Morning Briefing: SJP swings to loss and new advice firm launches

The Morning Briefing: SJP swings to loss and new advice firm launches
moneymarketing.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from moneymarketing.co.uk Daily Mail and Mail on Sunday newspapers.

Peter Ditchburn , Mellon Richard Parkin , Bim Afolami , Chris Ford , Lois Vallely , Sam Bankman , Sanlam Global Artificial Intelligence Fund , Treasury Committee , Towergate Health Protection , Members Of The Committee , Morning Briefing , Buckingham Gate , Life Beyond Work , Conversation With , Amyr Rocha , Amyr Rocha Lima , Strategic Wealth Partners , Laith Khalaf , Towergate Health , Tim Day , Landseer Asset , City Minister Bim Afolami , Sky News , Financial Times ,

Who TF are The Lang Cat anyway? The Wellesley Grove Journal

The long and winding road What was your route into the world of financial services? To answer that question himself, Shaping Wealth founder Neil Bage shared five of his former jobs on X (below) and then tagged five more. This prompted a flurry of left-field confessions from others, such as ice-cream scooper, ....

Schroder Duncan Lamont , Brendan Frazier , Mark Locke , Luke Littler , Shaping Wealth , Neil Bage , Lang Cat , Amyr Rocha Lima , Human Side , Sky News , Duncan Lamont ,

'A friend made coffee in Axa's head office. That's how I fell into it'

'A friend made coffee in Axa's head office. That's how I fell into it'
ftadviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ftadviser.com Daily Mail and Mail on Sunday newspapers.

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