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The Finance Family Academy
Created and run by experienced practicing mortgage advisors
This training has been built by experienced mortgage advisers and industry professionals who understand the challenges of breaking into the market. With years of advising, case management, compliance, protection conversations, and real-world client experience, our trainers provide insights you won’t find in textbooks.
Our roots:
We provide independent financial advice delivered by FCA regulated advisers, offering clear and transparent guidance tailored to your goals.
Launched as Mortgage Brothers in 2018, local lads Craig Barnbrook and Kevin Smith decided to build on over 40 years' worth of combined experience in the finance industry to create a friendly, no-nonsense firm of Advisers’ ready to simply serve their clients with clear mortgage advice.
Then, in 2021 and after receiving a number of industry awards, Kev and Craig decided to take their growing brand of mortgage advice and expand it out to pensions and investments, helping their clients to invest for their future with greater confidence.
Their customer focused ethos is now fully integrated across the whole of The Finance Family team, where you will be sure to receive a friendly, personal service in an open, honest and transparent way, whilst always prioritising your interests.
Managing Director of The Finance Family
Tutor of the Academy
Practicing mortgage & protection advisor
Kevin became an advisor in 2007 working for Countrywide Mortgage Services where he was trained by is now business partner, Craig Barnbrook. After 5 very successful years he left to join Hayburn Rock Financial Planning. Feeling it was time to take the next step he founded Mortgage Brothers with Craig in October 2018 which became The Finance Family a few years later.
Kevin is also a fully qualified financial adviser and specialises in Pensions and Investments.
The big question
Are you thinking about progressing your career with The Finance family?
Take a look at our careers page. Many advisors who progress through our Academy join us for the long term. We are always looking to recruit great advisors & this could be your opportunity.
