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
9th September 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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • 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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