Terms of Business

Last update: 19 July 2018

Clubfinance is now part of Wealth Club Limited. Both firms are individually authorised and regulated by the Financial Conduct Authority. The register number for Clubfinance is 400139 and the register number for Wealth Club Limited is 725176. These terms of business remain in force for existing Clubfinance business, and have been updated to reflect the change of ownership. 

Clubfinance Ltd (‘Clubfinance’) does not offer advice or make personal recommendations. Clubfinance arranges investments, non-investment insurance contracts, and mortgages on an execution-only basis. Some product providers or products may not be able to accept execution-only business; under these circumstances we regret that we may not be able to process your request. In this document, references to the Financial Conduct Authority (‘FCA’) refer to the FCA or any other body which may in future have regulatory control in the United Kingdom, or a body which carries out its duties on its behalf.

On 1 August 2018 new Terms of Business are being introduced. Below we provide links to download both sets of documents. Please download, carefully read and retain these documents.