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  11. Designer Wealth Management

Designer Wealth Management

Restricted - Whole of Market  2 Fox Pond Lane, Leicestershire, LE2 4RY
First meeting at adviser's own cost
Our aim is to help increase your "Return on Life" using your money, to support your ambitions, in a tax-efficient, sustainable and uncomplicated manner. We have been helping families create & protect multi-generational wealth since 1989.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 17th January 2022
Meet our advisers
MR Kaushik Amliwala DipPFS, Cert SMP, BSc(Hons)
Principal, Financial Planner & Mortgage Broker

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MR Kris Amliwala APFS, RLP®, MSc, BSc(Hons)
Chartered Financial Planner & Mortgage Broker

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of key retail financial products such as savings, investments and tax wrappers.

Accreditations
Chartered financial planner - individual adviser accreditation
What our clients say
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.
Mrs Jadav, Leicester
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.
Mary, Leicestershire
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.
Stephen, Leicestershire
I have had the pleasure of dealing with Designer Wealth Management a number of times in relation to mortgage matters as well as investment advice and I have always been very pleased with the service. I find the team very friendly, helpful and most importantly contactable at any time for information or queries. I believe the information I have been provided has always been impartial and highly relevant. I wouldn’t hesitate to recommend their services to friends or colleagues.
Toby, Leeds
I have spoken with several mortgage advisors/brokers within the past year, and the guidance which was provided by Kris and Kaushik was exceptional. As a first time buyer, I was completely new to the property market and I was unsure on the whole process. I first had an initial meeting at the office which was very informative. The meeting gave me a clearer idea of the process to apply for a mortgage. This meeting took place very early on, however Kris or Kaushik did not pressure me during this meeting nor chase me with any sales tactics after the meeting. Other than the great service received, I wanted to also mention Kris's exceptional work resulted in me lending much more than other mortgage brokers could offer. I would highly recommend the Designer Wealth Management company as the service is great! I am so happy I used this company to help me gain a mortgage in principle.
Kirandeep, Leicester
I can only recommend Kris @ designer wealth, he has had made our complex mortgage application look so easy!
Richard, Luton
Highly recommended Designer Wealth Management. New to the property process & first time buyers, Kris and his team been amazing and so supporting, very informative, prompt communication via phone or email throughout the whole process they made our complex application looks possible gave us hope and peace of mind and made our dream a reality best in what they do, I am so glad I used this company to help us for our mortgage I can't thank enough Kris & Lisa @Designer Wealth.
Crysel, Luton
About us

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.

Our services

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.

Where to find us
Head office address: 2 Fox Pond Lane, Oadby, Leicestershire, LE2 4RY
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£101,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 17th January 2022

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