This week’s guest on the Financial Planner Life podcast is Kris Amliwala from Designer Wealth Management.
Kris fell into the profession; he graduated university with a pharmaceuticals and cosmetic science degree with no interest in moving into financial services.
However, his family have owned a financial advice practice for over 30 years and, when an employee was unfortunately, ‘let go’, they asked Kris to help until they found a replacement.
Fast forward 10 years and Kris is still there!
(Some excellent recruitment from the folks!)
Kris talks to me about:
• His route to becoming chartered and why he highly rates the Kinder institute of life planning.
• Why he became an education champion for the personal finance society.
• How to position yourself as a younger financial planner.
• Why getting stuck into your financial qualifications straight out of university is a great
strategy.
• Why Next Gen Financial Planners is a great financial planning community.
Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl
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Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.
Want to appear on the Financial Planner Life podcast? Drop Sam a message.
