Mr Rocha-Lima joins from Buckingham-based Financial Planning firm FMIFA. He has spent 10 years in financial services and the last 5 years advising clients.
He has an MSc in Wealth Management and an Advanced Diploma in Financial Planning. He is a Fellow of the Personal Finance Society and is currently completing his mentorship to become a Registered Life Planner.
He began his Financial Planning career at AXA Wealth in Bristol, and after a short time with the firm, he was awarded a place on the AXA Wealth Management Academy programme. On graduation he relocated to AXA’s London flagship offices.
He was then headhunted to join Metlife and following this one of his key accounts, FMIFA, went on to hire him to join their Financial Planning team.
He said that a career in Financial Planning was appealing as he was attracted to the fact that the professional qualification framework ran parallel to a career path so he could see a direct correlation between academic study and career progression.
As a Financial Life Planner, he says he feels that he can help clients to “discover, achieve and maintain their desired lifestyle.”
He has a keen interest in human behaviour towards life and money.
Holland Hahn & Wills is a CISI Accredited Financial Planning Firm. Its advisers are mainly Certified Financial Planners, Chartered Wealth Managers and Chartered Financial Planners. It specialises in wealth management, investment advice and retirement planning.