Realise your retirement dreams. And then make some more.
Let me help you take back control of your finances and align your wealth with what matters most to you.
Book a 60 minute, no obligation free call with me and you'll start to feel your financial stress slip away.
Do any of these sound familiar?
You've accumulated several pensions in your working life and they're just sitting there, doing nothing. They're too complex to understand and too time consuming to deal with.
You've worked hard for many years, accumulated wealth and you know your money needs to be invested. You believe it could be growing faster than it is. But you just don't know where to start.
You're afraid that without the right plan, your dependents won't have the chance to enjoy the benefits of your accumulated pensions, when the time comes.
As a small business owner, you've been focused on building your company for so long, that planning properly for retirement has fallen by the wayside.
You want to build a legacy of wealth for your children and grandchildren but there are too many options. You just don't know what the ideal scenario is for both them and you.
You feel like you need to sort out your finances to plan for the future, but finding the right balance between enjoying your retirement, putting money aside and investing wisely is tough.
You thought you'd DIY it. But now you're not sure if what you've done is the safest, tax-efficient and water-tight plan available to you.
THE TIME HAS COME TO MAKE THAT CHANGE.
LET ME SHOW YOU HOW.
You've accumulated several pensions....
You've accumulated several pensions in your working life and they're just sitting there, doing nothing. They're too complex to understand and too time consuming to deal with.
You've worked hard for many years...
You've worked hard for many years, accumulated wealth and you know your money needs to be invested. You believe it could be growing faster than it is. But you just don't know where to start.
You're afraid that without the right plan...
You're afraid that without the right plan, your dependents won't have the chance to enjoy the benefits of your accumulated pensions, when the time comes.
As a small business owner...
As a small business owner, you've been focused on building your company for so long, that planning properly for retirement has fallen by the wayside.
You feel like you need to sort...
You feel like you need to sort out your finances to plan for the future, but finding the right balance between enjoying your retirement, putting money aside and investing wisely is tough.
You want to build a legacy of wealth...
You want to build a legacy of wealth for your children and grandchildren but there are too many options. You just don't know what the ideal scenario is for both them and you.
You thought you'd DIY it...
You thought you'd DIY it. But now you're not sure if what you've done is the safest, tax-efficient and water-tight plan available to you.
THE TIME HAS COME TO MAKE THAT CHANGE.
LET ME SHOW YOU HOW.
You just wish you could have a breakthrough. You want that crystal clarity that gives you peace of mind, so you can relax knowing that your financial affairs are in place, that you can look forward to a long, happy retirement and can see a legacy passed on, exactly how you wish.
THE TIME HAS COME TO MAKE THAT CHANGE.
LET ME SHOW YOU HOW.
Keeping It
Simple
I'll take away the jargon, the biz-speak and buzzwords. No 50-page reports to bamboozle you. No excel spreadsheets. Just simple, tailored advice.
Stress-Free Financial Planning
This will not be a chore. The process we follow will be laid-back and stress free. Quite simple, really. Book a call. Make a plan. Execute the plan. More time and money for you.
Your Life, Your Choices
It's your life, so the decisions made will be customised to your requirements. I'll guide you through the process and help you build forward on solid foundations.
Who Am I?
Kris Amliwala
I became a financial planner purely by chance. A sudden opening in the family firm. Helping out during some time off. And in finance, my eyes were opened to a different world.
I was hooked. I was inspired. My Pharmaceutical Sciences degree would have to take a back seat. Helping clients make their money work harder for them and seeing their frustrations ease with our help made me happy. And if such contentment was the result of working diligently, then this was the right career for me.
So, I trained. Hard. To the extent that I can now proudly state that I’m one of the most qualified financial planners you’ll likely meet. In the world. And this, together with significant hands-on experience helping couples improve and manage their financial position, is an exciting combination for both of us.
As the years have passed, my desire to help others live better lives has only risen with the need to demystify increasingly complex financial products. The results speak for themselves.
- Chartered Financial Planner
- One of 500 Registered Life Planners in the world
- MSc Business Management
- 2020 Professional Advisor - New Talent Awards
- 2020/21 Highly Commended For The Personal Finance Awards Education Champion of the Year
Just a 60 minute call with me and suddenly everything will start to become clearer
Please note that spaces are limited*
- No obligation 60-minute free phone or Zoom call where we'll understand if and how we can work together.
- We'll talk about your goals and aspirations for the future and you'll start to feel more reassured about your personal situation.
- I won't judge you, regardless of any actions or inaction you've taken in the past. All I'm interested in is helping you plan wisely going forward.
- You'll understand more about me, the advice process and Designer Wealth Management, which has been helping people like you for over 30 years.
- You'll get a taste of what a truly personalised and professional advisory service can mean for you.
- You'll feel the stress of sorting out your retirement start to fall away.
This is not your normal financial planning process
My goal is to grow your financial wealth while you enjoy a fulfilling life, whatever that means to you. How do I do this?
I'll listen to you.
Your problems, your fears, your frustrations and your desires. It all starts with you.
I'll educate you.
Giving you confidence that you're making the right choices, and total independence over your financial future.
I'll simplify it for you.
Sorting out financial affairs can be complicated. But I'll present it in a way that brings you clarity and full understanding.
Advice designed around your dreams.
Whether you wish to fit in some extra travel, retire to the country and rear chickens, spend more time with the grandchildren or all three, we can make it happen. Your life. Your plan. Your future.
Having had one bad experience with an FA (Financial Adviser), I was sceptical about trying again. However, on meeting Kris, I felt like I'd met a guy I could trust and believe in.
Like many, I had no idea what I should be doing with my savings as well as a pension. The latter being the main reason why I needed a FA's advice. After a few meetings, Kris had simply explained what I should be doing and more importantly, why.
No one can predict the future but knowing I now have Kris in my corner, I feel like I'm financially in a position to have a better one.
Highly recommend Designer Wealth Management. New to the property process and first time buyers, Kris and his team have been amazing and so supporting, very informative, prompt communication via phone or email throughout the whole process. They made our complex application look possible, gave us hope and peace of mind and made our dream a reality. They are the best in what they do.
I am so glad I used this company to help us and I can't thank enough Kris and Lisa at Designer Wealth Management.
Wow! I went through a different broker and communication was pretty bad! I found this company and even though I hadn’t used them, they helped me with any questions and query’s I had!
I probably spoke to Kris every single day with lots and lots of questions and he was so happy to help and provided me with all the answers and advice I needed straight away!
I will definitely be using this company when I re-mortgage!
Thank you so much for your help and keeping my mind at rest through my whole mortgage process.
5-star company!
I approached Kris for pension advice and retirement planning. I had initial consultations with 5 other financial advisors and chose Kris for his refreshing creative thinking, combining financial planning with life planning and mortgage expertise.
Kris is an excellent listener and is helping me to see beyond my limiting beliefs, clarify what I really want and how to achieve it. For example, he found me the right pension fund so now my money is working doubly hard by benefitting the environment as well as my pension pot. We are now working on my "bigger picture" and Kris is opening my mind to exciting options I had not considered possible.
Unlock opportunities that you never thought possible
Get a full-scale professional analysis and understanding of what your retirement could mean for you.
Frequently Asked Questions
My financial situation is complicated and I don't know where to start. Can you help?
Definitely! I’ll guide you through the process, explaining everything in simple terms and help you fully understand the best course of action for your specific goals and aspirations.
I'm interested in a short-term turnaround. Is this for me?
No. I focus on helping individuals and couples look towards the long-term and who want a trusted adviser to be with them throughout their retirement.
What are your charges?
We will discuss fees on our 60-minute call, but safe to say that my charges are standard for the industry. But the value you’ll receive will far outweigh the cost – our many clients can testify to that.
You seem a bit young. How does this help me?
You’re going to need someone to guide you through the next 30-50 years or more of your life. Do you want multiple advisers who, themselves, will be retiring in a few years or one trusted adviser who will be with you, every step of the way to guide and help you throughout your retirement journey?
Will you just tell us what to do?
No, I don’t work like that. I’ll listen to your needs, work with you to build a plan and give you the best advice that will help you live more enriched lives full of new experiences. You’ll be surprised what can be achieved with some creative thinking!