Kris Amliwala

What were the circumstances that caused you to initially look for an adviser?

Forward planning.

How has Kris Amliwala helped you?

Looked at different avenues to invest.

Have you seen the outcome you were hoping for?

I’m currently in the process of working towards the outcome I want. Kris is helping towards it.

What could they have done better?

Reminding me and making sure I don’t miss the pension contribution deadlines.

What were the circumstances that caused you to initially look for an adviser?

Kris fronts the business which looks after my pension

How has Kris Amliwala helped you?

Kris has given good advice in an easy to understand manner. He is approachable, professional and very knowledgeable

Have you seen the outcome you were hoping for?

So far yes.

What could they have done better?

Not sure if there is anything I can think of which could have been better.

Please provide a brief comment about your experience with Kris

It was quite different from what I expected, but a very pleasant surprise! It was great to speak with a Financial Advisor who truly prioritizes the individual in financial planning.

What were the circumstances that caused you to initially look for an adviser?

Planning future for me and my family.

How has Kris Amliwala helped you?

I've been really happy with Designer Wealth Management. They always make me feel like my needs and goals are important to them. They've helped me make some smart financial decisions, and I feel more confident about my money now. The team is super professional but also really easy to talk to. They explain things clearly, and I never feel confused. I always feel like I'm in control of my finances, which is a big deal to me. I'd definitely recommend Designer Wealth Management to anyone looking for some financial guidance. They're great to work with

Have you seen the outcome you were hoping for?

Yes and more

What could they have done better?

Should have asked for advise from Kris and his team earlier.

What were the circumstances that caused you to initially look for an adviser?

Mortgage renewal, advise regarding pensions and investments for retirement planning.

How has Kris Amliwala helped you?

Kris has provided sound advice and introduced new scenarios which will save us a significant amount of money.

Have you seen the outcome you were hoping for?

The outcome will be apparent over the next few months and future.

What could they have done better?

N/a