Response rating
9.0/10
FCA verified
20th November 2017

Andrew Heptinstall Independent Financial Adviser

Independent Financial Adviser 11 Bridge End, Mytholmroyd, Hebden Bridge, West Yorkshire, HX7 5DR
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
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.

Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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