Thomas Heald Limited

General information

As financial planning and wealth management professionals, our business is the future. It's a many-headed beast. That's why our approach to wealth planning is correspondingly multi-faceted and flexible: part statistical modelling, part behavioural coaching, part economic analysis and part knowledge and experience.

The last part is the crucial element that sets us apart from the rest. Firstly, we’ve been awarded the industry ‘Gold Standard’ in professional practice: the much-coveted ‘Corporate Chartered Status’. That means you can trust that our money management services have had the highest stamp of approval from a prestigious professional body – the Chartered Insurance Institute.

Secondly, our advisers have decades' worth of invaluable industry experience to bring to bear, which, when combined with the latest cash-flow modelling software and investment management expertise, puts us in excellent stead to tackle whatever the future may hold for you and your family.

Above all, what’s important to us is that your plans stay on track, and that you stay informed every step of the way on matters that could affect your future finances. That’s why we’re always on the other end of the telephone if you need to discuss something, or if your circumstances change.

Enquire today.

As with any investment, your capital is at risk.

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LinkedIn: https://www.linkedin.com/company/thomas-heald-ltd

Unbiased: https://www.unbiased.co.uk/profile/financial-adviser/thomas-heald-ltd-512571

Blog:http://www.thomasheald.co.uk/?p=n