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.

• Christopher Sean Curran

  IRN CXC49458

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 12 Mar 2026)
  • [FCA CF] Client dealing (since 12 Mar 2026)
• Claire Dowling

  IRN CXD00350

  • [FCA CF] Functions requiring qualifications (1 May 2022 to 28 Oct 2022)
• Claire Louise Broome

  IRN CLD01041

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 6 Feb 2024)
  • [FCA CF] Functions requiring qualifications (since 27 Apr 2021)
• Craig Daniel Barnbrook

  IRN CDB01184

  • 21A. Designing scripted questions for execution-only sales of regulated mortgage contracts for a non-business purpose
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 23 Mar 2021)
  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (3 Sep 2018 to 3 Sep 2018)
• Emma Elizabeth Day

  IRN EXD00097

  • [FCA CF] Functions requiring qualifications (14 Jul 2021 to 4 Jan 2022)
• Faye Victoria Thompson

  IRN FXT00021

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

  IRN GXO00095

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 1 Apr 2025)
  • [FCA CF] Client dealing (since 1 Apr 2025)
• Graham Aidan Rhys Jones

  IRN GXJ00117

  • [FCA CF] Functions requiring qualifications (1 May 2022 to 1 Feb 2024)
  • [FCA CF] Client dealing (1 May 2022 to 1 Feb 2024)
• Jason Michael Lewis

  IRN JXL01435

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 24 Apr 2026)
• Joanna Rubrycka

  IRN JXR00021

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 28 Apr 2026)

No changes recorded yet.