Financial Services

Contact our dedicated team at First Point Financial Management for all your financial protection and health insurance needs. We offer whole-of-market products, including relevant life insurance, private medical/ health insurance, key person insurance, shareholder protection, and more. To speak with any member of our financial services team, please call 01604 498887. Alternatively, you can find individual contact details below.

Chloe Gaze - Private Client Support

Chloe Gaze

Private Client Support

01604 498081

Courtney Bolton - Operations Support

Courtney Bolton

Operations Support

01604 498087

Matt Winder - Senior Protection Advisor

Matt Winder

Senior Protection Advisor

01604 498090

Nathalie Wright - Private Client Support

Nathalie Wright

Private Client Support

01604 498084

Peter Roberts Cert CII (MP) - Protection Advisor

Peter Roberts Cert CII (MP)

Protection Advisor

01604 498084

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.

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 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.
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.