Accounts

Our dedicated Accounts team manage client and insurer funds, banking arrangements, payroll and general account reconciliation.

Lucy Cooper - Accounts Manager

Lucy Cooper

Accounts Manager

01604 498879

Michelle Chapman - Accounts

Michelle Chapman

Accounts

01604 498093

Kirsty Cook - Accounts

Kirsty Cook

Accounts

01604 498067

Yvonne Keay - Accounts

Yvonne Keay

Accounts

01604 498070

First Point Insurance Management Ltd, registered in England No. 3521771. Registered Office: Lakeview House, 4 Woodbrook Crescent, Billericay, Essex CM12 0EQ. First Point Insurance Management is authorised and regulated by the Financial Conduct Authority, registered number 310158.
First Point Financial Management are a trading name of Lifetime Wealth Management Limited which is registered in England and Wales. Registered Number 4631136. Registered office 12-14 Upper Marlborough Road, St Albans AL1 3UR. Lifetime Wealth Management Limited is an appointed representative of Quilter Financial Services Limited, Quilter Mortgage Planning Limited and Quilter Wealth Limited, which are authorised and regulated by the Financial Conduct Authority. FCA register numbers 440703, 440718 and 217742.
You can check the Financial Services Register by visiting the FCA's website, register.fca.org.uk or by contacting the FCA on 0800 111 6768.