The Finance Family Limited

• Principal Place of Business

  The Finance Family

  The House On The Green

  High Street

  Wombourne

  Wolverhampton

  Staffordshire

  WV5 9DP

  UNITED KINGDOM

  Phone

  +447891367406

  Web

  https://www.thefinance-family.co.uk

• Complaints Contact

  The Finance Family

  The House On The Green

  High Street

  Wombourne

  Wolverhampton

  Staffordshire

  WV5 9DP

  UNITED KINGDOM

  Phone

  +447891367406

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Investment Advice (no pensions)

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

• Arranges Investments

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Debt Advice

  Show 1 limitation Hide limitations

  • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Adam David Smith

  IRN AXS87321

  • [FCA CF] Functions requiring qualifications (30 Mar 2021 to 1 Feb 2025)
• Adrian Seymour

  IRN AXS00892

  • [FCA CF] Functions requiring qualifications (1 Sep 2021 to 31 Jan 2023)
• Alex Tonkinson

  IRN AXT00235

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 23 Mar 2021)
• Alexander Vaughan-Tift

  IRN AXV00108

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Client dealing (since 2 Jan 2024)
  • [FCA CF] Functions requiring qualifications (since 2 Jan 2024)
• Amy Dyble

  IRN AXD00437

  • [FCA CF] Functions requiring qualifications (21 Jun 2021 to 28 Oct 2022)
• Andrew Docherty

  IRN AXD50160

  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 3 Oct 2022)
  • [FCA CF] Client dealing (since 1 Sep 2022)
• Balbir Kang

  IRN KXB02100

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 1 Feb 2024)
  • [FCA CF] Client dealing (since 1 Feb 2024)
• Carla Bazeley

  IRN CXB00550

  • [FCA CF] Functions requiring qualifications (27 Jun 2025 to 7 Apr 2026)
• Charlotte Elizabeth Stanbridge

  IRN CXS00329

  • [FCA CF] Functions requiring qualifications (23 Mar 2021 to 28 Oct 2022)
• Christopher Dean Collins

  IRN CXC00292

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 22 Mar 2021)

No changes recorded yet.