Kris Amliwala
Chartered Financial Planner
Leicestershire
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:
Pensions – Retired
Pensions - Approaching retirement
Inheritance planning
Insurance
My qualifications:
Chartered Financial Planner
Diploma in Financial Planning
My charging model:
Ongoing % fee