Karl Thorpe Ba (Hons) Dip Pfs
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Karl Thorpe Ba (Hons) Dip Pfs Email & Phone Number

Independent Financial Adviser ►Increasing your wealth & making your money work, stress & hassle free ►Financial Advice at AFH Wealth Management
Location: West Midlands, England, United Kingdom 7 work roles 1 school
1 work email found @afhgroup.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Work email k****@afhgroup.com
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Current company
AFH Wealth Management
Role
Independent Financial Adviser ►Increasing your wealth & making your money work, stress & hassle free ►Financial Advice
Location
West Midlands, England, United Kingdom
Company size
394 employees

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Karl Thorpe Ba (Hons) Dip Pfs is listed as Independent Financial Adviser ►Increasing your wealth & making your money work, stress & hassle free ►Financial Advice at AFH Wealth Management, a with 394 employees, based in West Midlands, England, United Kingdom. AeroLeads shows a work email signal at afhgroup.com and a matched LinkedIn profile for Karl Thorpe Ba (Hons) Dip Pfs.

Karl Thorpe Ba (Hons) Dip Pfs previously worked as Independent Financial Adviser at Afh Wealth Management and Member of Cheltenham Round Table at Cheltenham Round Table. Karl Thorpe Ba (Hons) Dip Pfs holds Imba+German, Business Studies, Accounting, Marketing, German from University Of Reading.

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Email format at AFH Wealth Management

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*@afhgroup.com
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About Karl Thorpe Ba (Hons) Dip Pfs

Hello my name is Karl Thorpe and I am an Independent Financial Adviser at AFH Wealth Management. I work with individuals and Businesses in developing long term financial planning strategies. I am looking to develop relationships with Accountants and Solicitors to enhance their proposition. Thank you for taking the time to read my profile. If you would like to know more, please do not hesitate to call me on 07879 466385 or send me an email at karl.thorpe@afhgroup.comI am passionate about helping individuals that:►Want a better return on their investments►Dont' like paying too much tax, and►Want to build a long term relationship and work with a professional adviser who will be their to see their plans through.I am keen to work with professional connections, such as Accountants and Solicitors, who want the following:►An extension of the services they offer►Professional, reliable financial advice for their clients►An additional revenue stream for their businessFinancial Planning is becoming increasingly complex and difficult due to regular changes in legislation and the sheer volatility of today's markets. It is therefore imperative that any financial plans are regularly reviewed to ensure they continue to serve their purpose. I meet with all of my clients to ensure that this is the case. Furthermore, due to the support form my Investment Team, my clients can rest assured that their investments are being reviewed by professionals on a regular basis.I pride myself on being able to explain complex financial strategies in simple, easy to understand terms and all initial meetings are on a no fee, no obligation basis. I am currently looking to connect with individuals who want to develop long term financial plans, to retire when they want to retire, safe in the knowledge that their money is working for them.I’m married to Zoë with 2 children, Erin and Gabriel and I enjoy spending as much time with them as I can! Specialties: Retirement Planning and Pensions. Investment Advice. Discretionary Fund Management. Tax planning. Tax mitigation. Wealth Creation. Wealth Protection. Financial Advice. Mortgage protection. Life assurance and critical illness. Business Financial Planning. Financial Planning for Company Directors. Group Pension Schemes. Shareholder/Partnership Planning. Succession Planning. Inheritance Tax Planning. BNI. Business Networking. Profit extraction.

Listed skills include Pensions, Retirement Planning, Wealth Management, Financial Advisory, and 46 others.

Current workplace

Karl Thorpe Ba (Hons) Dip Pfs's current company

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AFH Wealth Management
Afh Wealth Management
Independent Financial Adviser ►Increasing your wealth & making your money work, stress & hassle free ►Financial Advice
bromsgrove, worcestershire, united kingdom
Website
afhwm.co.uk
Employees
394
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7 roles · 25 years

Karl Thorpe Ba (Hons) Dip Pfs work experience

A career timeline built from the work history available for this profile.

Independent Financial Adviser

Current
Afh Wealth Management

Midlands

AFH Wealth Management is one of the largest Midlands based Independent Financial Advisers, servicing the wider midlands area. With over 200 Qualified Financial Advisers based all over the UK we offer the full range of financial planning to individual and corporate clients.Because of our size we are able to offer additional services rarely found in an IFA office. Our in-house technical and investment professionals sets us apart from our competitors. Our focus on portfolio construction… Show more AFH Wealth Management is one of the largest Midlands based Independent Financial Advisers, servicing the wider midlands area. With over 200 Qualified Financial Advisers based all over the UK we offer the full range of financial planning to individual and corporate clients.Because of our size we are able to offer additional services rarely found in an IFA office. Our in-house technical and investment professionals sets us apart from our competitors. 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 in the country to have gained discretionary management status, we can offer our clients a much more proactive service. We pride ourselves in offering genuine impartial financial advice, in a friendly and professional manner. Show less

Oct 2007 - Present

Member Of Cheltenham Round Table

Current
Cheltenham Round Table

Cheltenham

As well as meeting on a regular basis for social activities, we also raise a significant amount of money for charities and good causes in and around Cheltenham. Last we raised more than £20,000 alone!!!!

2009 - Present ~17 yrs 7 mos

Chairman

Cheltenham Roundtable

Cheltenham, Gloucestershire, United Kingdom

Apr 2016 - Apr 2017

Assistant Director

Bni Birmingham!

Birmingham And Coventry

Having been recognised as one of the top networkers in the West Midlands, I was invited to become an Assistant Director on 2007.I now work as part of the Director Team (known as Team Optimus) and we work with business owners and managers in the West Midlands. Our aim is to help them grow their business through referrals. Indeed, BNI is THE most successful organisation of it's type in the world.

2007 - Sep 2016

Chapter Director For Bni Foundation In Solihull

Bni

Solihull

I have been a member of BNI Foundation since it's launch in October 2007. After nearly four years, BNI referrals now constitute approximately a third of my business year on year.Not only do I receive referrals from my fellow members, but also support and friendship.

Apr 2012 - Apr 2013

Financial Consultant

Nfu Mutual

Started as a Graduate Trainee Financial Consultant. Completed my professional exams and worked in Kent, managing the financial services division of the Whitfield and Canterbury offices.

2002 - 2005 ~3 yrs
Team & coworkers

Colleagues at AFH Wealth Management

Other employees you can reach at afhwm.co.uk. View company contacts for 394 employees →

AH Amy Hall Amy Hall Colleague at Afh Wealth ManagementRedditch, England, United Kingdom View → PM Pete Machin Pete Machin Colleague at Afh Wealth ManagementStoke Prior, England, United Kingdom View → GA Gary Abbott Gary Abbott Colleague at Afh Wealth ManagementGreater Sheffield Area, United Kingdom View → SR Sandra Radisonkaite Sandra Radisonkaite Colleague at Afh Wealth ManagementKingston Upon Hull, England, United Kingdom View → PC Pawel Ciesla Pawel Ciesla Colleague at Afh Wealth ManagementWednesbury, England, United Kingdom View → EB Ellie Bannister Ellie Bannister Colleague at Afh Wealth ManagementWorcester, England, United Kingdom View → JK Jane Kerr Jane Kerr Colleague at Afh Wealth ManagementWorcestershire, England, United Kingdom View → NR Noemi Roos Noemi Roos Colleague at Afh Wealth ManagementEngland, United Kingdom View → GK Gary Ketteridge Gary Ketteridge Colleague at Afh Wealth ManagementWest Midlands, England, United Kingdom View → MW Mark Willmott Dippfs Asip Mark Willmott Dippfs Asip Colleague at Afh Wealth ManagementGodalming, England, United Kingdom View →
1 education record

Karl Thorpe Ba (Hons) Dip Pfs education

FAQ

Frequently asked questions about Karl Thorpe Ba (Hons) Dip Pfs

Quick answers generated from the profile data available on this page.

What company does Karl Thorpe Ba (Hons) Dip Pfs work for?

Karl Thorpe Ba (Hons) Dip Pfs works for AFH Wealth Management.

What is Karl Thorpe Ba (Hons) Dip Pfs's role at AFH Wealth Management?

Karl Thorpe Ba (Hons) Dip Pfs is listed as Independent Financial Adviser ►Increasing your wealth & making your money work, stress & hassle free ►Financial Advice at AFH Wealth Management.

What is Karl Thorpe Ba (Hons) Dip Pfs's email address?

AeroLeads has found 1 work email signal at @afhgroup.com for Karl Thorpe Ba (Hons) Dip Pfs at AFH Wealth Management.

Where is Karl Thorpe Ba (Hons) Dip Pfs based?

Karl Thorpe Ba (Hons) Dip Pfs is based in West Midlands, England, United Kingdom while working with AFH Wealth Management.

What companies has Karl Thorpe Ba (Hons) Dip Pfs worked for?

Karl Thorpe Ba (Hons) Dip Pfs has worked for Afh Wealth Management, Cheltenham Round Table, Cheltenham Roundtable, Bni Birmingham!, and Bni.

Who are Karl Thorpe Ba (Hons) Dip Pfs's colleagues at AFH Wealth Management?

Karl Thorpe Ba (Hons) Dip Pfs's colleagues at AFH Wealth Management include Amy Hall, Pete Machin, Gary Abbott, Sandra Radisonkaite, and Pawel Ciesla.

How can I contact Karl Thorpe Ba (Hons) Dip Pfs?

You can use AeroLeads to view verified contact signals for Karl Thorpe Ba (Hons) Dip Pfs at AFH Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Karl Thorpe Ba (Hons) Dip Pfs attend?

Karl Thorpe Ba (Hons) Dip Pfs holds Imba+German, Business Studies, Accounting, Marketing, German from University Of Reading.

What skills is Karl Thorpe Ba (Hons) Dip Pfs known for?

Karl Thorpe Ba (Hons) Dip Pfs is listed with skills including Pensions, Retirement Planning, Wealth Management, Financial Advisory, Investments, Financial Planning, Wealth, and Inheritance Tax Planning.

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