Andrew Heptinstall Independent Financial Adviser

Independent Financial Adviser 11 Bridge End, Mytholmroyd, Hebden Bridge, West Yorkshire, HX7 5DR
Response rating
10/10
FCA verified
20th May 2019
We can advise you on
    • Group critical illness
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Andrew Heptinstall
Independent Financial Adviser
Where to find us

11 Bridge End, Mytholmroyd, Hebden Bridge, West Yorkshire, HX7 5DR

Make an enquiry
About us

My financial career began at NatWest in Hebden Bridge where I started as a bank clerk. After seven years at NatWest, I became ‘The man from the Pru’ working for a local branch, covering Mytholmroyd, Hebden Bridge and Todmorden. By then, I had already gained the trust of the local community as they saw me as a respected financial expert in the area.

I have been an Independent Financial Adviser (IFA) for 11 years predominantly in Calderdale and the surrounding area. I have my IFS Level 4 qualification in Professional Financial Advice and am currently studying towards Chartered status.

Our services

With over 25 years’ experience in finance, I understand that when it comes to money, many people put their head in the sand, due to lack of knowledge and because of not wanting to trust a stranger with their savings.

My friendly, no nonsense approach means I’m able to translate all that fancy financial jargon so you get a better understanding of how to manage your money.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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