Client Services

To ensure of consistent client communications all customers are allocated into our Client Services team. If you are are a new customer, please contact one of the people from out New Enquiries team. For long standing customers we always aim to keep you talking to the same people throughout your experience with us.

If you know which team looks after your account then you can find contact information for each of our representatives within the team, if not call us on 01604 498885.

New Enquiries

01604 498880

Cliff Gathercole Dip CII - Private Client Manager

Cliff Gathercole Dip CII

Private Client Manager

01604 498898

Jordan Letts - Private Client Manager

Jordan Letts

Private Client Manager

01604 498868

Renewals

01604 498884

Cara Maguire Cert CII - Private Client Manager

Cara Maguire Cert CII

Private Client Manager

01604 498098

Craig Kearns - Private Client Manager

Craig Kearns

Private Client Manager

01604 498873

Craig Topham Cert CII - Private Client Manager

Craig Topham Cert CII

Private Client Manager

01604 498065

David McDowell - Private Client Manager

David McDowell

Private Client Manager

01604 498062

Emma Bates Cert CII - Private Client Manager

Emma Bates Cert CII

Private Client Manager

01604 498095

Fay Smith - Private Client Manager

Fay Smith

Private Client Manager

01604 498863

Peter Bristow Cert CII - Private Client Manager

Peter Bristow Cert CII

Private Client Manager

01604 498899

Sharla Lambrick Cert CII - Private Client Manager

Sharla Lambrick Cert CII

Private Client Manager

01604 498068

Trevor Murphy - Private Client Manager

Trevor Murphy

Private Client Manager

01604 498072

Zack Bellis - Private Client Manager

Zack Bellis

Private Client Manager

01604 498865

Claims

01604 498883

Customer Service

01604 498882

David Butcher - Private Client Support

David Butcher

Private Client Support

01604 498061

Ellie Horton - Private Client Support

Ellie Horton

Private Client Support

01604 498073

Jayne Tebbutt - Claims and Customer Service Manager

Jayne Tebbutt

Claims and Customer Service Manager

01604 498074

Kelly Windsor- Private Client Support

Kelly Windsor Cert CII

Private Client Support

01604 498078

Laura Moore - Private Client Support

Laura Moore

Private Client Support

01604 498089

Megan Harding - Private Client Support

Megan Harding

Private Client Support

01604 498864

Rebbecca Ritchie - Private Client Support

Rebbecca Ritchie

Private Client Support

01604 498091

Scarlett Swannell - Private Client Support

Scarlett Swannell

Private Client Support

01604 498072

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.