Andrew Heptinstall Independent Financial Adviser

Independent Financial Adviser  11 Bridge End, Hebden royd, West yorkshire, HX7 5DR
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FCA authorised
Last authorised 3rd August 2020
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
Meet our advisers
Andrew Heptinstall
Independent Financial Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact

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