Andrew Heptinstall Financial Services LLP

Reference number: 486877

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks, 1 thing worth a closer look

  • When andrewheptinstall-ifa.co.uk first appeared online, and whether it can receive email
  • What kind of line 01422 646772 is
  • Who else gives the postcode HX7 5DR
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Other names (5)

If you were contacted under any of these names, it is this firm.

  • AHFS Trading name
  • Andrew Heptinstall Independent Financial Adviser Trading name
  • TE-Mortgages Trading name
  • Tracey Elliott Trading name
  • Tracey Elliott Independent Mortgage Adviser Trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (11 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
OC338597
Company status
Active
Company type
Limited liability partnership
Incorporated
9 July 2008 (18 years old)
Registered office
11 Bridge End, Hebden Bridge, West Yorkshire, HX7 5DR

Directors and company secretaries

Name Role Born Appointed Other companies
Andrew Robert Heptinstall LLP designated member Mar 1970 9 Jul 2008 3 other companies
Tracey Martine Elliott LLP designated member Oct 1972 16 Jan 2026 2 other companies

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
4
closed down
1
is FCA-registered
1

In the full report: all 4 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • The 1 company these 2 directors run together
  • All 4 people who have ever been directors, with their dates
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Key dates in its history

Andrew Heptinstall Financial Services’s history from the FCA register and Companies House, newest first.

Key events (5) All events (19)

2016

6 April 2016

  • Andrew Heptinstall took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2008

16 September 2008

  • Became authorised by the FCA

FCA register

30 July 2008

  • Regulated by the Financial Services Authority from this date

FCA register

9 July 2008

  • Incorporated at Companies House

Companies House

In the full report: all 19 events

  • All 19 events in its history (5 shown here)
  • Every director appointment and resignation: 6
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Firms connected to Andrew Heptinstall Financial Services

Other FCA-listed firms that share a director, phone number or address with Andrew Heptinstall Financial Services. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
share a director
1
share its postcode
1

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (1), the same postcode (1)
  • Who links each one: the named directors, with dates
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Firms like Andrew Heptinstall Financial Services

Other firms of the same type (financial adviser), nearest first.

In Hebden Bridge

Cansquared LimitedHebden BridgeAuthorisedGibbons Associates LtdHebden BridgeAuthorisedJulie ClaytonHebden BridgeAppointed representativeStrive Financial Planning LtdHebden BridgeAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Andrew Heptinstall Financial Services

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 4 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • All 19 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Andrew Heptinstall Financial Services LLP FCA authorised?
Yes, Andrew Heptinstall Financial Services LLP (FRN 486877) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since September 2008 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Andrew Heptinstall Financial Services’ phone number and website?
The FCA register lists the phone number 01422 646772 and the website andrewheptinstall-ifa.co.uk for Andrew Heptinstall Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Andrew Heptinstall Financial Services a scam or clone?
Andrew Heptinstall Financial Services is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Andrew Heptinstall Financial Services?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Andrew Heptinstall Financial Services to the Financial Ombudsman Service, free of charge.
Who owns Andrew Heptinstall Financial Services?
Companies House lists one person with significant control of Andrew Heptinstall Financial Services: Mr Andrew Heptinstall (75–100% of votes).
Who runs Andrew Heptinstall Financial Services?
Companies House lists 2 directors of Andrew Heptinstall Financial Services: Andrew Robert Heptinstall and Tracey Martine Elliott.
How long has Andrew Heptinstall Financial Services been in business?
The company was formed on 9 July 2008, and has held its current FCA authorisation since September 2008.
Does Andrew Heptinstall Financial Services use any other names?
It trades as AHFS, Andrew Heptinstall Independent Financial Adviser, TE-Mortgages, Tracey Elliott and Tracey Elliott Independent Mortgage Adviser.

Sources and links

The full report on Andrew Heptinstall Financial Services LLP

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