Alexander Thomas DipPFS in

Alexander Thomas DipPFS

Sharpshooter · DISC type CD
Independent Financial Adviser at GP3 Financial Solutions
📍 Greater Leicester Area, United Kingdom

Alexander Thomas is an award-winning Independent Financial Adviser at GP3 Financial Solutions, leveraging a data-driven, educational approach to financial planning. A Loughborough University alumnus, he was named Wealth Manager of the Year in 2024. People often describe him as a motivated, creative, and captivating communicator who is an expert in his field.

Outside of his professional role, Alexander is passionate about making financial literacy accessible, known on social media as "@wealthbyalex" where he provides free educational content. He also gives back to his community, having hosted investment seminars for youth justice charities like Leicestershire Cares.

He won the 2024 Wealth Manager of the Year award for his innovative use of social media to educate clients.

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Experience
12 Years
Current Role
Independent Financial Adviser
Location
Greater Leicester Area, United Kingdom
Personality Overview

How Alexander shows up

Thorough Evaluator
ROI Driven
Precise But Practical

They prefer to be the ones controlling the conversation or defining the terms. They are not always relationship oriented. More than the product, they care about the impact of the product.

Priorities

Topics Alexander cares about

Financial Education
Won a national award for his use of social media to educate clients and creates free educational content under the handle "@wealthbyalex".
Content Creation
Appeared on podcasts discussing how financial planners can use content creation and is recognized for his creative, engaging financial content on social media.
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Career

Work history

1-2022
Independent Financial Adviser
GP3 Financial Solutions
6-2020 - 12-2021
Paraplanner
GP3 Financial Solutions
6-2019 - 6-2020
Account Manager
The Access Group
1-2019 - 6-2019
Property Manager
Countrywide Plc
4-2018 - 1-2019
Account Manager
Shire Leasing PLC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
9-2016 - 7-2017
Master of Science
Loughborough University
9-2013 - 7-2016
Bachelor of Arts
Nottingham Business School, Nottingham Trent University
9-2014 - 7-2015
AAT Level 3
Loughborough College Group
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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