Our People

First Point has established itself on the strength of traditional values and building healthy customer relationships. We rely on our team to continually deliver professionalism, enthusiasm, knowledge, and skills to help promote these ideals.

We frequently engage our staff, work closely as a team and are committed to delivering excellence in a competitive niche market. We aim to provide you with a better, more rewarding, personalised experience.

In an impersonal market, we offer something very different, and we look forward to speaking with you directly soon.

Client Services

For all new, mid-term and renewal enquiries, our client services team is here to help.

Business Services

Contact our business services team for all your business needs. We offer a variety of commercial packages, including fleets, property owners and liabilities.

Financial Services

Contact the 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.

First Point Financial Management is a trading style of Lifetime Wealth Management Limited, which is an appointed representative of Quilter Financial Services Limited, Quilter Mortgage Planning Limited & Quilter Wealth Limited, which are authorised and regulated by the Financial Conduct Authority and registered as 440703, 440718 and 217742 respectively.

Management & Operations

Our management & operations team provide support services to the business, including general administration, performance monitoring, general HR, training, system development and more.

Accounts

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

Quality Assurance

Our dedicated quality assurance team ensures our business operates at the highest level and meets the latest industry standards for compliance.