Financial Services

Contact our Financial Services team for all your financial needs, we offer a host of financial products including relevant life insurance, private medical insurance, key man insurance and shareholder protection. To speak with any member of the Financial Services team, please call 01604 498887, alternatively you can find individual contact details below.

Courtney Bolton - Client Manager

Courtney Bolton

Client Manager

01604 498087

Matt Winder - Protection Advisor

Matt Winder

Senior Protection Advisor

01604 498090

Millie Etheridge - Administrator

Millie Etheridge

Assistant

01604 498079

Nathalie Wright - Financial Protection & Healthcare Assistant

Nathalie Wright

Financial Protection & Healthcare Assistant

01604 498084

Peter Roberts - Protection Advisor

Peter Roberts

Protection Advisor

01604 498084

Tassos Yiacoupis - Protection Advisor

Tassos Yiacoupis

Protection Advisor

01604 498081

First Point Insurance Management Ltd, registered in England No. 3521771. First Point Financial Management Ltd, registered in England No. 9444714. 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.
You may check this on the Financial Services Register by visiting the FCA's website, register.fca.org.uk or by contacting the FCA on 0800 111 6768.
First Point Financial Management is a trading style of Lifetime Financial Management Ltd. Lifetime Financial Management is authorised and regulated by the Financial Conduct Authority, registered number 448415. Lifetime Financial Management Ltd is registered in England and Wales No. 3652194. Directors: P Merrigan, U Ozturk and C Last. Registered Office: 12-14 Upper Marlborough Road, St Albans, Herts AL1 3UR.