Kris Amliwala

Kris’s style of financial planning has seen him invited as a guest to a variety of podcast interviews, speak at the NextGen Planners Global Conference three years consecutively, to be included as a 2022 to 2025 ‘Top Rated’ UK Advisor and to speak at the MDRT Annual Conference in North America 2023 and 2024. Kris is 1 of 125 Registered Life Planners in the UK, Fellow of the Personal Finance Society and a Chartered Financial Planner at Designer Wealth Management, which has been helping families and their finances for over 35 years. Kris specialises in retirement planning for couples in their 50s; helping them understand their ‘magic number’ in progression to complete financial independence, working only because they want to, not because they need to. The value of your investments and any income from them may fall as well as rise and is not guaranteed. You may get back less than you invested. The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK. Approved by The Openwork Partnership on 25/02/2025 Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help with everything from buying your first property, to remortgaging, or funding investment in property. Warning: YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Most Buy to Let mortgages are not regulated by the Financial Conduct Authority. Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension). Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.