Thomas Heald is a new breed of financial services company, created with the aim of meeting the challenges of a new financial regime and provide fresher, better ways of managing your money with the aim of increasing your wealth. We are a vibrant company and our formula for success is based on long experience and proven expertise across all areas of financial services - from investments and pensions to tax planning, protection and mortgages.

What we do

We work with a wide variety of discerning clients across the UK and with the aim of helping their future plans and aspirations come to fruition. We also work alongside leading accountants, solicitors and property agents and often act as a central hub for our clients bringing in other professional services as and when required, providing a truly comprehensive financial planning and advisory service. This means we are equally at home guiding you through, say, the labyrinth of inheritance tax planning as we are at helping you choose the investments best suited to your financial circumstances.

What we're like

Our professionalism is matched only by our passion for what we do. It’s our belief that there’s never been a more urgent need for people to take control of their money - helping to make this happen makes our job all the more rewarding. In the end, it all comes down to how well we work together with you. In this respect, the nature of our advisers - their friendliness, enthusiasm and desire to produce positive outcomes - has much to do with the lasting and fruitful relationships we enjoy.

Our Credentials

Why we're different

Thomas Heald offers ‘new model’ financial advice. Our income does not come from commission earned by selling you financial products. Instead, where possible, we simply prefer to charge a fee.

Thomas Heald are delighted to have attained Corporate Chartered Status as we believe it is the seal of approval that sets the professional adviser apart and reflects our commitment to delivering first class service to our clients.