Karl Thorpe - AFH Wealth Management LTD
I provide fully independent, impartial financial planning advice to my clients. I take time to understand their circumstances, aspirations and financial planning objectives before working with them to help plan for and achieve their goals.
We can advise you on
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Pensions & retirement
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Pension consolidation
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Pensions & retirement planning
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Financial planning
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Ethical investments
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ISA / Unit Trusts / OEICs
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Offshore investments
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Socially responsible investments
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Savings for children
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School fees planning
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Insurance & protection
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Income protection insurance
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Tax & trust planning
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Group Pension/Stakeholder
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Stockbroking services
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Stockbroking services
Last authorised 22nd November 2021
Meet our advisers
MR Karl Thorpe BA (Hons), DipPFS
IFA
Qualifications & Accreditations
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AF3 - Pension Planning (CII)
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This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
Dip PFS - Personal Finance Society Diploma (PFS)
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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
AF5 - Financial Planning Process (CII)
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This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
What our clients say
Having a number of pension pots I wanted to combine them and also having a number of investments I wanted support with savings etc.
Karl has advised me clearly and concisely as to what is best for me and my family. Easy to understand and proactive rather than reactive approach.
Mrs I, London
Karl explained all my options clearly and patiently answered all questions, even anticipating some. He is always polite and friendly, and never makes me feel that I am being sold a service.
Karl is always available if I have questions and takes the time to answer them fully. He never assumes I have knowledge and checks to be sure I have understood. If he thinks something is not particulary suited to my situation and that there's a better option, he tells me about it up front. He never makes me feel stupid either.
Keep on doing exactly what you're doing, Karl. You make it a pleasure to be advised by you, and I feel that I'm in very safe hands.
Mrs S, London
Having built up a pension reserve with several other investments, including property interests, I needed a review of my financial circumstances with my retirement imminent.
Karl has painstakingly and with great patience taken my wife and I through the options available to us including the pros and cons of taking certain actions. Since the initial advice he has kept our pension arrangements and personal circumstances under review and, where necessary, made appropriate changes and adjustments to protect our income. He has also helpfully provided objective advice and general guidance concerning our financial position.
Mr W, Staffordshire
I had a sum of money that needed to be looked after. He suggested and carefully explained the variety and type of investments he was recommending and the reasons why.
I can contact him whenever I need to talk to him and he keeps regular contact with me. I also find him to be intelligent, easy to get on with and most importantly he listens to my circumstances and makes my investments to my individual needs. He also friendly, approachable and easy to understand.
I couldn't be happier with you and the help and advice you give. You have that extra edge and I know you'd go over and above what is required if I needed you to.
Mrs P, Warwickshire
Initially I consulted a financial adviser because I was acting as a power of attorney for someone. Subsequently there was an inheritance and I took early retirement. The financial advisor I consulted retired and recommended the firm Karl worked for. I met with him and decided to engage his services.
In a series of meetings Karl reviewed our situation and identified a number of options for us to consider, outlining the pros and cons of each. He is excellent at explaining complex things so that a non-specialist can be confident in their understanding.
We have seen steady growth across our portfolio which given the political and financial turbulence we have gone through in 2020 has been impressive.
Mr H, Norfolk
I had started the process of a pension transfer from my defined benefit scheme last year with another IFA, but unfortunately due to changes introduced by the regulator they had to stop handling these types of transfer. I was left high and dry at the eleventh hour and had to find a firm that could handle this type of transfer. I knew Karl from my networking days years previously, and called him to ask if his firm could take on the transfer. Fortunately they could, and I wish I had asked Karl to handle it from the outset.
Karl explained that the regulator had introduced new guidelines and what was involved. This meant that I almost had to start the process all over again. He guided me through every stage and kept me well informed. I was made aware of all the potential risks and ultimately received very re assuring advice that the transfer was recommended in my case. He also was very good at chasing the other parties involved in the process.
Mr W, Warwickshire
I was looking for some advice after the settlement from my divorce. He dealt brilliantly with my pensions sharing order and gave me excellent advice on an investment strategy.
I was looking for some advice after the settlement from my divorce. He dealt brilliantly with my pensions sharing order and gave me excellent advice on an investment strategy.
Karl has certainly guided me through my situation and is always at the end of the phone should I have any concerns or worries.
Mrs B, Warwickshire
Following a divorce, I needed to review my financial situation.
Karl reviewed my financial situation and gave me advice in respect of my pension schemes. He also put me in contact with a mortgage advisor which resulted in a successful mortgage application and house purchase.
I have been very pleased with the decisions that I have made following Karl's advice. The quarterly reporting that I receive is extremely useful both from a market review perspective and also my portfolio valuation.
The communication channels with Karl have always been very good and his help and advice have been very much appreciated over the last 10 years.
Mr M, Gloucestershire
We needed to plan our investments in readiness for retirement. My wife had taken early retirement with several options. I was also looking to plan for retirement in the next 4-6 years and his advice on how to plan forward was very useful. We have a number of other plans with Karl and he was able to give us sound advice on how to proceed. After the discussion with Karl we were able to make our own calculations which showed Karl to have given extremely good advice and point out a better alternative than the one we initially intended to take.
The outcome has been better than anticipated and gives us options going forward.
Mr H, Worcestershire
About us
AFH Wealth Management is a leading Midlands based IFA Practice. With our Qualified Financial Advisers plus technical and Investment professionals, we are able to offer you friendly, personable service and a wealth of experience. Our focus on portfolio construction means each client is assured of the best choice of investments to suit their attitude to risk and because we are one of the few IFAS to have discretionary management status we can offer clients a much more hands on advisory service should you choose. We are totally independent and are able to advise on the full range of products in the market. We are a general practice that gives fee or commission based advice.
Our services
The areas I specialise in are:
Retirement Planning - including 'pre-retirement', 'at-retirement' and 'post-retirement'
Investment and Savings Advice
Inheritance Tax & Succession Planning
Personal Protection
Corporate Financial Planning
Where to find us
Head office address: AFH House, Buntsford Drive, Gloucestershire, Bromsgrove, B60 4JE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
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Telephone
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Online (Live chat, video, email)
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Face to face
Compliance
AFH Wealth Management is a trading style of AFH Independent Financial Services Limited, who are permitted to advise on and arrange deals in investments and on regulated mortgage contracts.
AFH Independent Financial Services Limited is authorised and regulated by the Financial Conduct Authority. Our FCA Registration number is 216704.
