AFH Wealth Management

Independent Main Street, Heslington, North Yorkshire, York, YO10 5EA
Response rating
9.0 /10
FCA verified
21st October 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
    • Flexible mortgages
    • 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
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Alasdair Lee APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

Main Street, Heslington, North Yorkshire, York, YO10 5EA

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

Alasdair Lee is a Chartered Financial Planner who advises clients across the North Yorkshire region. The fact that some of Alasdair’s clients have stayed with him since the beginning of his 28-year career in financial services is testament to his reliability, and integrity as an adviser. He has specialist qualifications in, retirement planning, investments, long-term care planning and personal tax and trust planning. In all aspects of his business, Alasdair remains committed to ensuring that his clients have absolute clarity on their financial situations on an ongoing basis.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0