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, 2023 and 2024 ‘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.
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, 2023 and 2024 ‘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.
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