• A Chartered Firm with Local Charm

    Covering the North of England and the surrounding areas

Who We Are

Looking for an independent financial planning company with a first-class reputation, but with a 21st century mindset?

We aren’t your usual run-of-the mill IFA practice. Successfully keeping pace with the latest technology – while retaining the authority and expertise of a traditional Chartered Financial Planning firm – is our forte.

Fundamentally, the success of our company comes down to the quality of our people.

We are a group of honest, down-to-earth individuals, living and working in the local area – who just happen to be experts in independent financial planning.

Thomas Heald was founded in 2009 by company directors Nick Thomas and Nick Heald, whose vision was for a financial planning company that would focus on delivering an outstanding level of client service. Since then the company has grown to 25 independent financial planners and mortgage advisers, gained a commercial director – Chris Holland – and currently employs 6 office-based business support staff.

We have two offices – one in Barlborough, Chesterfield and one in Horsforth, Leeds. However, we have financial planners who live and work in York, Hull, Leeds, Sheffield, Chesterfield, Rotherham, Doncaster and Nottingham – so if you live in or around Yorkshire, Derbyshire or Nottinghamshire, we’re highly likely to have somebody local to you (subject to the adviser’s availability).

You can rely on us to give you sound, comprehensive and upfront professional advice – with an honest and upfront price tag to match. We are and always have been completely independent, which means we’re not tied to any product providers when it comes to making recommendations, therefore you can rest assured that the advice we give is genuinely in your best interests.

Why We’re Different

1

We pride ourselves on our commitment to innovation and client service.

Now, it’s easy to say that, but what does this actually mean? It means that we make maximum use of the latest financial planning technology, from advanced cash-flow modelling tools to our very own wealth management platform, with a whole host of online facilities that help you to keep your investments optimised.

We put the work in to deliver a comprehensive service, so that everything from your tax position to your risk tolerance is taken into account when we make a recommendation, giving you absolute clarity on your financial situation – both now and in the future.

2

Our Chartered Status puts us in the top 10% of financial planning firms in the country.

However, it’s our view that being Chartered is a starting point, not a lifetime achievement award. Chartered status simply signifies that our knowledge, skills and industry experience is deemed to be exceptional by the Chartered Insurance Institute – the official body that sets professional exams for financial planners.

But having a head for complex facts and figures is only half the story. We believe what really sets us apart is our focus on building excellent long-term client relationships. Our clients know that they can trust our advice to benefit them and their family in the years to come – because we’ll continue to be there (and accountable) every step of the way.

3

Ultimately, our aim is to be worth our weight in gold for our clients.

The satisfaction we get from seeing a well-laid plan come to fruition, or from helping someone avoid a major financial blunder, is what motivates us to keep doing what we do. If we can help you to achieve your ideal lifestyle, and on the way, make our services pay for themselves several times over, then we will consider that a job well done.

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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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