Holly Mckay
Holly MackayFounder and CEO
Kris Amliwala

Kris Amliwala

Chartered Financial Planner

LocationIcon

Leicestershire

Likes

HeartIcon

32

Rating

StarIconStarIconStarIconStarIconStarIconStarIconStarIconEmptyStarIconEmptyStarIconEmptyStarIcon

About me

I really enjoy helping people align their wealth to their life goals and ambitions. By first spending time in understanding you, your life and your goals, before looking at cashflow planning and then if needed, any financial solutions, I find delivers the most rewards.

As a Chartered Financial Planner, Registered Life Planner and with a Masters degree in Management, I've been a part of Designer Wealth Management for almost a decade now, which has been helping families and their finances for over 30 years.

As a husband and new father, I'm also enjoying the interrupted sleep, nappy changing and new level of noise in the house. Of course, I would not have it any other way!

It's also been a real privilege to be invited to speak at the largest financial planning conference of 2021, where we were live-streamed to 6 continents.

tick
tick
tick
tick
cross
cross
cross

My details

I like helping people on:

TickYesIcon

Pensions – Retired

TickYesIcon

Pensions - Approaching retirement

TickYesIcon

Estate and Inheritance planning

TickYesIcon

Insurance

My qualifications:

TickYesIcon

Chartered Financial Planner

TickYesIcon

Diploma in Financial Planning

My charging model:

TickYesIcon

Ongoing % fee

Have a look at my responses to readers' questions

What people say

Reader feedback

StarIconStarIconStarIconEmptyStarIconEmptyStarIcon

14 January 2022

Martin

Reader feedback

StarIconStarIconStarIconStarIconStarIcon

08 January 2022

Robin

Reader feedback

StarIconStarIconStarIconStarIconStarIcon

14 December 2021

Iain

|

We use cookies

You will see cookie information on different websites and regulation means that we need to ask your permission to use them. We use cookies to improve our website, for analysis of our visitor data, to show personalised content and to give you a great website experience. For more information about the cookies we use open the settings.