Kris Amliwala

Kris Amliwala

Chartered Financial Planner

LocationIcon

Leicestershire

Likes

HeartIcon

0

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.

My details

I like helping people on:

TickYesIcon

Pensions – I’m retired

TickYesIcon

Pensions - I’m approaching retirement

TickYesIcon

Inheritance planning

TickYesIcon

Insurance

My qualifications:

TickYesIcon

Chartered Financial Planner

TickYesIcon

Diploma in Financial Planning

My charging model:

TickYesIcon

Ongoing % fee