The Finance Family
The Finance Family provides financial advice, specializing in mortgages, investments, protection, and retirement planning. They aim to assist clients in planning for their future.
- Mortgages
- Protection
- Investments
- Retirement Planning
Locations
Competitors
Infinity Financial Advice provides expert financial and mortgage advice, delivered with care since 2013.
KEYSTONE provides expert mortgage and financial advice, helping clients navigate their financial futures with clarity and confidence.
Doyle and Palmer Wealth Management Ltd is a financial advice firm that offers honest and unbiased advice on personal and business finance across the South Coast.
Company Details
The Finance Family is operated by The Finance Family Limited and is a Active company incorporated on 21 May 2018 with the registered office located in Wolverhampton, Staffordshire. The Finance Family Limited was registered 7 years ago.
Status
Active
Size
Micro
Directors
3
Age
7 years old
Employees
8
Turnover
Unreported
Total Assets
£310.72K
Cash in Bank
£126.78K
Total Liabilities
-£251.58K
Teams
16
14
4
3
3
2
2
Managing Director • Joined Jan 2019
Business Support Coordinator • Joined Apr 2019
Financial Administrator • Joined Sep 2020
Financial Administrator • Joined Dec 2023
Finance Administrator • Joined Feb 2019
Mortgage And Protection Advisor • Joined Oct 2023
Mortgage Broker • Joined Feb 2020
Self Employed Mortgage And Protection Adviser • Joined Feb 2023
Whole Of Market Mortgage And Protection Advisor • Joined Jun 2020
Mortgage And Protection Advisor • Joined Apr 2023
Financial Administrator • Joined Sep 2020
Financial Administrator • Joined Dec 2023
Mortgage And Protection Advisor • Joined Apr 2023
Mortgage And Protection Advisor • Joined Oct 2023
Mortgage Broker • Joined Feb 2020
Self Employed Mortgage And Protection Adviser • Joined Feb 2023
Mortgage And Protection Advisor • Joined Apr 2023
Mortgage & Protection Advisor
Mortgage Adviser • Joined Apr 2018
Mortgage Broker • Joined Jul 2023
Managing Director • Joined Jan 2019
Client Services Manager • Joined Apr 2018
Financial Administrator • Joined Sep 2020
Financial Administrator • Joined Dec 2023
Finance Administrator • Joined Feb 2019
Business Support Coordinator • Joined Apr 2019
Business Development Manager • Joined Apr 2018
Mortgage Broker • Joined Feb 2020
Mortgage Broker • Joined Jul 2023
Mortgage Adviser • Joined Apr 2018
Self Employed Mortgage And Protection Adviser • Joined Feb 2023
Mortgage And Protection Adviser • Joined Jan 2025
Whole Of Market Mortgage And Protection Advisor • Joined Jun 2020
In-house Recruiter • Joined Jun 2022
View 16 members