Company Performance Metrics
Thomas Heald was founded in 2009 by company directors Nick Thomas and Nick Heald, whose vision was for a financial planning company that would focus on delivering an outstanding level of client service. Since then the company has grown to 25 independent financial planners and mortgage advisers, gained a commercial director – Chris Holland – and
currently employs 6 office-based business support staff.
They have two offices – one in Barlborough, Chesterfield and one in Horsforth, Leeds. However, they have financial planners who live and work in York, Hull, Leeds, Sheffield, Chesterfield, Rotherham, Doncaster and Nottingham – so if you live in or around Yorkshire, Derbyshire or Nottinghamshire, they’re highly likely to have somebody local to you.
You can rely on them to give you sound, comprehensive and upfront professional advice – with an honest and upfront price tag to match. They are and always have been completely independent, which means they're not tied to any product providers when it comes to making recommendations, therefore you can rest assured that the advice they give is genuinely in your best interests.
