Our History


The company was founded in March after identifying an opportunity in the High-Net-Worth market. We commence trading in July with focus on our key objective, to establish ourselves as a specialist broker providing a high quality service.

6 months in and we employ our first member of staff, today Emma Parker is our General Manager.

We help Royal & Sun Alliance (RSA) launch into the HNW motor market and we recruit 2 dedicated sales staff. Stuart Eadon and Barry Reeve continue in sales based roles.

A year under our belt and we report a healthy turnover of £600k.

An opportunity is established online and we launch tailoredinsurance.com, we wanted to strengthen and identify with our bespoke insurance solutions.

With growth in mind we move to larger premises and remain highly active in the HNW arena. We continue to progress the company and secure numerous high profile clients including international football stars, film & TV personalities, corporate leaders and entrepreneurs.


Our successes continue and we file a turnover of £1.9 million.

We secure a £1 million deal to provide 'opt out' company car insurance solutions for Opticar whose clients included Hutchinson 3G and Morgan Est.

We've been very, very busy. The company is acknowledged as the first provincial broker in the UK to achieve a £1 million turnover with the newly formed HNW insurer, Zurich Private Clients.

We acquire a local but nationally operating home insurance broker to add value to our property book.

We re-launch our website offering an improved affiliate management system and an enhanced end-user experience.

We also secure an exciting partnership deal with HR Owen and all of its luxury car outlets, including Bentley, Ferrari, Lamborghini, Maserati and Roll Royce.


We continue to grow and we report a steady rise in turnover of £6.6 million.

We secure purpose built offices allowing for further growth and we plan to move early 2008.

We move to our new offices where we launch our Commercial Department, and we celebrate our 10th birthday with over 30 staff.

We rebrand ourselves, launch a revised website and invest heavily into a new IT system with Insurecom. We also hook up with YourSure to provide complementary financial protection products to our customers.


We announce our support to Canto, a local organisation who has been helping young people with learning difficulties since 1992. Staff volunteer weekly support and we provide much needed equipment.

Our dedicated private client account with Chubb hits £1 million.

We make further investment in IT, namely Microsoft Dynamics and we integrate it with our back office system.

We turn 15 and hit a personal achievement of £10 million turnover.

We were very proud to win the Aviva Broker Community Fund on behalf of Canto and attend the winner's ceremony, Canto was presented with a cheque for £15,000.

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.