First Point Financial - Health Insurance, Life and Critical Illness Insurance, Health and Medical Insurance, Keyperson Insurance, Shareholder and Partner Insurance, and Income Protection
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Financial Services

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.

Courtney Bolton - Operations Support

Courtney Bolton

Operations Support

01604 498087

Hollie Brown - Private Client Support

Hollie Brown

Private Client Support

01604 498081

Matt Winder - Senior Protection Advisor

Matt Winder

Senior Protection Advisor

01604 498090

Mia Frost Cert CII (MP) - Protection Advisor

Mia Frost Cert CII (MP)

Protection Advisor

01604 498082

Nathalie Wright - Operations and Development Executive

Nathalie Wright

Operations and Development Executive

01604 498079

Robyn Powell - Private Client Support

Sophie Ticehurst

Private Client Support

01604 498092

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

First Point Financial Management is a trading style of Lifetime Wealth Management Limited, which is an appointed representative of Quilter Financial Services Limited & Quilter Wealth Limited, which are authorised and regulated by the Financial Conduct Authority and registered as 440703 and 217742 respectively. Registered in England and Wales, no. 4631136. Registered Address: 12-14 Upper Marlborough Road, St. Albans, Hertfordshire AL1 3UR. The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. 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.