Karl Thorpe

Karl Thorpe

AFH Wealth Management

Minimum savings/pensions: Over £100,000

0330 038 8939
Based in Evesham
View location
Top Rated 2025
Verified since: December, 2019
4.9 out of 5

53 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 29 March 2025

    Karl is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Karl's status

  • 12

    Recent Client Reviews

    Verified reviews: 100%

    Karl has received 12 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 11 December 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Karl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Karl has provided information on their typical fees

    Karl has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 4

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Karl

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Karl (based on 4 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 29 March 2025

    Karl is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Karl's status

  • 12

    Recent Client Reviews

    Verified reviews: 100%

    Karl has received 12 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 11 December 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Karl has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Karl has provided information on their typical fees

    Karl has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 4

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Karl

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Karl (based on 4 first impressions)

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. 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 I am also a Master Estate Planner, enabling me to offer advice on Wills, Trusts and Succession Planning. All of my initial meetings are strictly on a "no fee, no obligation" basis. Prior to engaging me to work with them, I ensure that all of my clients fully understand what we are doing; why we are doing it and what all of the associated charges and fees are (where applicable). I provide the full range of IFA services and am proud to say that we at AFH are also one of a select number of firms that have been afforded discretionary power by the FCA, meaning we can be more proactive with the day to day management of your investments. Of equal importance, I also provide a comprehensive ongoing review service to clients to ensure that any changes in legislation or client circumstances are identified and planned for as soon as possible. My overall goal with all my clients is to be seen as being professional, approachable and trusted. I live at the foot of the Cotswolds with my wife, daughter, son and two labradors. I enjoy spending most of of my spare time with my family but when I can, I also try to fit in some golf and football! Thank you for taking the time to read through my profile and please do feel free to contact me if you have any further questions.

Offers available through VouchedFor

Contact Karl through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Karl's clients

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