AFH Wealth Management

Independent Financial Adviser 6 Feast Field, Horsforth, Leeds, West Yorkshire, LS18 4TJ
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
18th November 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 & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • 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
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • Long term care
Meet our advisers
Alasdair Lee Dip PFS
Independent Financial Adviser
Paul Hoskyns Dip PFS
Independent Financial Adviser
Sandra Saint Bsc (Econ) Hons DipPFS
Independent Financial Adviser
Chris Prescott APFS
Chartered Financial Planner
Chartered Financial Planner
Nathan Trowbridge CFP DipPFS
Independent Financial Adviser
Nick Heald DipPFS
Independent Financial Adviser
Chris Holland FPFS
Chartered Financial Planner
Chartered Financial Planner
Nick Thomas APFS
Chartered Financial Planner
Chartered Financial Planner
Where to find us

6 Feast Field, Horsforth, Leeds, West Yorkshire, LS18 4TJ

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.

We have offices in Leeds and Chesterfield, but our advisers are based in various locations throughout Yorkshire, Derbyshire and the surrounding areas. That's why we're able to serve clients from York, Hull, Sheffield, Derby, Nottingham and beyond.

To find out how we can help you, just give us a call today on <phone number hidden>, or send an email to <email address hidden>, and we will be delighted to arrange a free initial consultation.

Our services

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 both generalised and specialist professional qualifications – with many having achieved or on course to achieve individual Chartered Status.

Alongside the technical know-how, we also require our advisers to have extensive real-world industry experience and an impeccable track record for upholding high standards of ethical behaviour.

Advice methods
  • phoneButton
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value