Andrew Heptinstall Independent Financial Adviser
When it comes to helping you manage your money, grow your savings or prepare for a comfortable future, Andrew definitely knows a thing or two. You’d expect nothing less from someone who’s worked in the financial sector for more than 30 years, and for trusted brands like NatWest and the Prudential. Today, locally born Andrew is a respected Independent Financial Advisor with a string of loyal and satisfied clients in Calderdale and beyond.
The clue is in the title, here. As a fully qualified and registered IFA, Andrew really is truly ‘independent’ when it comes to the work he does. It means that whether you’re in regular work, self-employed or already enjoying your retirement, he can match you to the most appropriate products from the whole of the market, not just products from certain brands. He specialises in retirement income options, investments, pensions and savings, and the fact that he has clients who he’s worked with for more than 25 years suggests he must be doing something right.
Andrew might be down to earth and disarmingly friendly, but he’s also highly professional, with great attention to detail and a mind-boggling knowledge of the best ways to save and invest. He’ll advise you on ethical options too, and his colleague, Tracey, can even help you with mortgages and financial protection. Need to know more? Drop Andrew a line – the first meeting is always free. See, he’s saving you money already!