AFH Wealth Management

Independent Financial Adviser St Georges Place, York, YO24 1DR
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
20th May 2019
As Chartered Independent Financial Planners, Thomas Heald provides bespoke planning and financial advisory services to individuals and corporate clients.
We can advise you on
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • First time buyers
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
Nick Thomas APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

St Georges Place, York, YO24 1DR

Make an enquiry
About us

At Thomas Heald Ltd, we pride ourselves on the fact that our market-leading approach to financial planning is based on establishing successful, long-term client relationships. We offer independent, whole of the market advice, which means we aren’t tied to any product providers, so you can rest assured that any recommendations we make come purely from a standpoint of professional expertise and integrity.

As a large Chartered practice, we are considered to be amongst the top 10% of financial advisory firms in the country, but our commitment to excellence doesn’t stop there.

Put simply, our top priority is to ensure you receive the best financial advice possible. That’s why our advisers have a wide range of specialist qualifications, with many having achieved (or on course to achieve) individual Chartered Status.

Alongside the technical proficiency, we also require our advisers to have extensive industry experience and an impeccable track record for putting the client's needs first, and acting with openness and integrity at all times.

Our services

Our local adviser based in York is Nick Thomas, Chartered Financial Planner and Fellow of the Personal Finance Society. Co-founder and director of Thomas Heald, Nick has worked in financial services since 1986 and specialises in investment and inheritance tax planning.

A highly experienced and well-qualified individual, Nick is able to handle all manner of complex financial needs and situations. Nick is a firm believer that expert knowledge and top quality service married together help deliver the best possible outcomes for clients - and this belief is what forms the basis of his approach to financial planning.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Thomas Heald Limited is authorised and regulated by the Financial Conduct Authority ( No. 492792)
Registered in England and Wales No. 06622318. Registered address: 6 Feast Field, Horsforth, Leeds, West Yorkshire, LS18 4TG. Tel. . Email:

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