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AH

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, UK
More advisers in Calderdale
Opening 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

Regulatory Information

Status
Authorised
Date Authorised
16 September 2008
Years Authorised
17 years
Regulator
FCA
Disciplinary Record
Clean Record
FCA Permissions (14)
Show all 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

    Approved
  • Andrew Robert Heptinstall

    ApprovedCertified
  • Tracey 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.