Alexander Thomas
Founder & Financial Planner @Charterbrook Wealth
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WORK HISTORY
Founder & Financial Planner @Charterbrook Wealth
The world has changed - the financial advice industry hasn\'t. We can order a takeaway and have it at our door in 30 minutes, but it still takes 10 weeks and 40-page paper forms to sign up with most financial advisers, it\'s inexcusable.The worst part, you\'re doing it on a whim paying high fees up-front hoping you\'ll get a good return on investment over the long-term because \'that\'s how the industry has always been\'. 🤦That\'s not good enough.Charterbrook is built on a value-first, technology driven, modern approach. Every client gets value before they pay a penny. Modern technology drives speed and efficiency. If we don\'t see a clear return on investment for you, we tell you up front and we won\'t take you on as a client (but we\'ll still make sure you get the help you need).The financial advice gap is growing ever larger and not enough financial advisers care about addressing it. We do. We\'re fully independent, we\'re here to make real, lasting change and we\'ll prove it to you from the very first meeting. Which is our free gift to you, by the way.Hope to see you soon. 🫱🫲
EDUCATION
Chartered Insurance Institute
Diploma in Regulated Financial Planning, Financial Planning and Services
Loughborough University
Master of Science, Information Management and Business Technology
Nottingham Business School, Nottingham Trent University
Bachelor of Arts, Leadership & Business Management
Loughborough College Group
AAT Level 3, Accounting and Finance
ABOUT ALEXANDER THOMAS
Hi, I\'m Alexander - are you running a Business, or have a Good Income but don\'t know where it goes?I help people like you that have ran into one of these problems: Paying too much tax- Other than ISAs and pensions, you have no strategy. Confused by finances- The constant changes to tax and legislation overwhelm you- There\'s too much to learn and remember, you\'d rather focus on your own stuff. No time to deal with it- You\'re too busy running your business, working or dealing with life & family to manage your finances- You don\'t want to spend time learning about finance, it doesn\'t interest you. Lack of direction- Do you overpay the mortgage? Invest in an ISA- Making the right decision can feel overwhelming, I reduce the decision fatigue- Most people hoard too much in cash and lose thousands yearly to inflation.I work with fast-paced business owners and high earners all over the country to take the stress and headache away.
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