Andrew Heptinstall Financial Services LLP
aka Tracey Elliott Independent Mortgage Adviser, Tracey Elliott, TE-Mortgages, Andrew Heptinstall Independent Financial Adviser, AHFS, Andrew Heptinstall Financial Services LLP
Authorised
FRN 486877
Contact & Location
Address
11 Bridge End, Mytholmroyd, Hebden Bridge HX7 5DR, UKMore advisers in CalderdaleOpening Hours
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed
Regulated Services
Peer-to-Peer Investment Advice
Pension Transfer Advice
Pension Advice
Credit Broking
Mortgage Arrangement
Mortgage Advice
Investment Advice
Regulatory Information
- FRN
- 486877
- Status
- Authorised
- Date Authorised
- 16 September 2008
- Years Authorised
- 17 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (14)
Show all permissionsHide permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- OC338597
- Company Status
- Active
- Incorporation Date
- 9 July 2008
- Directors
- 0
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 January 2025
Team (3)
Paul Stuart Heptinstall
ApprovedAndrew Robert Heptinstall
ApprovedCertifiedTracey Martine Elliott
ApprovedCertified
Quick Facts
- Hebden Bridge, Yorkshire and The Humber
- 17 years FCA-authorised
- 5 registered individuals
- 5 specialisms
- 14 FCA permissions
- CH OC338597
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.