Karl Thorpe BA (Hons) Dip PFS
Birmingham, United Kingdom
Independent Financial Adviser ►Increasing your wealth & making your money work, stress & hassle free ►Financial Advice
Financial Services
Education
University of Reading 1997 — 2001
IMBA+German, Business Studies, Accounting, Marketing, German
Experience
AFH Wealth Management October 2007 - Present
Cheltenham Round Table 2009 - Present
BNI April 2012 - April 2013
BNI Birmingham! 2007 - Present
Wesleyan Assurance Society March 2005 - April 2007
NFU Mutual 2002 - 2005
Skills
Financial Planning, Enterprise Investment..., Variable Annuities, Financial Analysis, Retirement Income..., Financial Advice, Wealth Accumulation, Life Assurance, Business Networking, Corporate Tax, Income Drawdown, Individual Taxation, Fixed Annuities, Exchange Traded Funds, Income Tax, Discretionary Fund..., Capital Gains Tax, Venture Capital Trusts, UK Corporation Tax, Retirement Planning, Tax, Critical Illness, Stocks & Shares, Savings, Portfolio Management, Income Protection, Wealth Creation, Trusts, Wills, Investment Strategies, Financial Advisory, Mortgage Protection, Investments, Retirement, ISAs, Investment Trusts, Inheritance Tax Planning, Succession Planning, Wealth, OEIC's, Third Way Products, Income Options, Asset Protection, Wealth Transfer, Pensions, Investment Advisory, Protection, Unit Trusts, Estate Planning, Wealth Management