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.
Steve Long is our local adviser based in LS16, with over 30 years of experience in the industry. Steve says: “Helping people solve their financial problems gives me a huge amount of satisfaction. When you find someone you feel you can trust – someone who takes you and your finances seriously and cares about the impact of their advice on your life – you tend to stick with them. Many of my clients have returned to me again and again over the years – and I am always available to talk when clients need to speak to me."
Adel, Leeds, LS16 8DU
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