What our clients say
Having had one bad experience with an FA (Financial Adviser), I was skeptical 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.
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 Jupiter Ecology 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.
I approached Kaushik at Designer Wealth Management because me and my husband originally were looking for a mortgage. Through a series of professional and productive meetings with Kaushik at DWM we found a suitable lender. Kaushik and the team helped us greatly with their hands-on approach and excellent communication at all stages of the process. The result was life-changing as they went above and beyond. I found the experience easy and stressfree. I would recommend DWM to people who need sound guidance in reaching their financial goals.
Would you feel reassured, if during times of change in the economy, stock market or with property prices, you had planned ahead; with the aim of not only to survive, but also with a chance to thrive?
What if you could protect your assets, but also embrace the very environment that was creating all the fear you see around you?
We consider a financial master plan will inspire and motivate you, answering all your questions such as “Will I have enough money to do all the things I want to do?” and “Am I doing everything I should be doing with my money?”
Of course, we will look at your pensions, investments and every other aspect of your financial planning; but more than that, we will give you a clear vision of your future without the stress that comes from worrying about money.
We will partner with you over the long term, giving you and your family the support and advice you all need, now and in the future, to really live life to the full.
We help clients and their families create multi-generational wealth to help towards:
► Living an uncompromising lifestyle
► Building a legacy of wealth for their children
► Endowing the education of their grandchildren, and
► Having the ability to provide quality care to one's parents in their later years
At Designer Wealth Management, established in 1989, we go beyond financial advice, believing that the ability to provide high-quality technical advice is just the start.