The Pathway to a Successful Investment Journey

~ Invesco PlanSmart Roundtable ~

What is the most important thing that a financial planner can do to help young clients have a successful investment journey?

How can advisers serve younger clients and educate them on financial matters?

This roundtable provides key insights into how younger generations approach money matters, and how education is key in making sure they’re not left behind in the future.

See the full discussion here: http://invescoplansmart.citywirecontent.com/


~ Amyr Rocha-Lima, MSc FPFS CFP™ ~

Amyr Rocha-Lima is a financial planner who specialises in helping successful business owners and senior professionals feel educated, relaxed and optimistic about their retirement plans. He is a partner at Holland Hahn & Wills, a financial planning and wealth management firm based in Kingston upon Thames.

Amyr is a Fellow of the Personal Finance Society and a frequent commentator on financial planning and wealth management matters for both national and specialist media.

- Website: https://www.amyr.co.uk/about/
- LinkedIn: https://www.linkedin.com/in/arochalima
- Twitter: https://www.twitter.com/a_rochalima

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