Thomas Heald Limited

Thomas Heald provides comprehensive independent wealth management advice, together with independent advice on pensions, investments, mortgages and protection. Our objective is to enhance the lives of our clients by improving their financial position and understanding, and in doing so enable them to look to the future with greater confidence and awareness. Our success as a business and therefore the livelihood of our advisers and staff is directly and inexorably linked to our ability to deliver positive outcomes for our clients. Therefore we never lose sight of the need to make your experience as fruitful as possible. We work with a wide variety of discerning clients across the UK, with the aim of helping them bring their future plans and aspirations to fruition. We also work alongside leading accountants, solicitors and property agents, so that we can bring in other professional services as and when required, providing a truly comprehensive financial planning and advisory service. What we’re like Our professionalism is matched only by our passion for what we do. We believe that helping our clients achieve their financial goals enables us to develop long term working partnerships that are the bedrock of our business. Our advisers have a wealth of experience in the sector, and their friendliness, enthusiasm and desire to produce positive outcomes has much to do with the lasting and fruitful relationships we enjoy. High Standards Thomas Heald are Corporate Chartered Financial Planners. This is the “gold standard” in financial planning and is the seal of approval that sets the professional adviser apart, reflecting our commitment to delivering a first-class service to our clients. We provide our clients with a holistic approach designed to develop a clear strategy for our clients’ financial futures, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Ongoing updates and review meetings are central to our advice process, giving the reassurance that, once your plans are in place, they will be kept under ongoing review to ensure they remain credible and on track. Thomas Heald is authorised by the Financial Conduct Authority to provide whole of market independent financial advice. For these services, Thomas Heald is regarded as providing ‘independent advice’, which means we will only offer advice across the whole of the market as opposed to being restricted to products from one company or a limited number of companies. Clients are at the heart of our business and delivering an outstanding service at all times is what we strive to do. However, we recognise that from time to time our clients may have cause to make a complaint. We are committed to dealing with complaints effectively and fairly in accordance with the Financial Conduct Authority’s complaint handling rules and guidance. If clients have a cause to complain, a dedicated complaints handler, focused on ensuring that the clients are treated fairly during the process, will deal with the complaints.

Address: 6 Feast Field, Horsforth, Leeds, West Yorkshire, LS18 4TJ, United Kingdom

Phone: +44 1246 810 004
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