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What is a financial planner? Are we financial doctors, diagnosing symptoms and prescribing products to take the pain away? Are we information dispensers, swooping in to fill the gaps left by Google? Are we jargon interpreters, financial spring-cleaners or wealth caretakers?

While there are aspects of the above in what we do, these descriptors fall wide of the mark as an all-encompassing explanation of our work.

In a nutshell, we calculate the optimum way of using what you have now to get what you want in the future.

Our work includes retirement planning, cash-flow forecasting, investment advice, tax strategies, life and critical illness insurance, mortgage advice and corporate financial planning – but these are the tools of the trade, and not the trade itself.

Just as a master chef can take a mismatched assortment of ingredients from the back of the cupboard and transform them into a magnificent banquet, so can a master financial planner transform a disconnected bundle of goals, assets and liabilities into a detailed blueprint for creating and sustaining your ideal lifestyle.

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© 2017 Thomas Heald Limited. All rights reserved. Thomas Heald Solutions Limited (FCA No.528610) are entered on the FCA Register at https://register.fca.org.uk/. Registered in England No: 06622318. Registered Address: 6 Feast Field, Horsforth, Leeds, West Yorkshire, LS18 4TJ. Chesterfield Branch Address: 11 Napier Court, Gander Lane, Barlborough Links, Chesterfield, Derbyshire, S43 4PZ.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

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