First Point Financial Management Reviews 

29
TrustScore 4.5 out of 5

4.7

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Rated 5 out of 5 stars

I have worked with Matt Winder at First Point for the last 4 years for our medical and life insurances. He is great to work with, easy to chat to and has great communication. They literally take al... See more

Rated 5 out of 5 stars

Having used Firstpoint for over 10 years for home and car insurance I recently asked them to help with quotes for Health Insurance. Pete Roberts was able to prove a quote substantially lower than my... See more

Rated 5 out of 5 stars

We've Peter Robert as our agent for years and Pete has provided wonderful customer service for us. We're lucky to have such a caring agent. Pete is also extremely patient to our endless questions, t... See more

Rated 5 out of 5 stars

We were introduced to First Point by a mutual contact a few years ago. Since then, we have received the best insurance, excellent response times and benefitted from their general helpfulness. First Po... See more

Company details

  1. Insurance Broker
  2. Health Insurance Agency
  3. Life Insurance Agency

Written by the company

Whole-of-market lifestyle-based health and financial protection services for private clients & business owners.  Established 2015. Call us for UK & International Health/Medical Insurance, Key Person Insurance, Shareholder/Partner Protection, Relevant Life, Life & Critical Illness and Income Protection.


Contact info

4.7

Excellent

TrustScore 4.5 out of 5

29 reviews

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4.7

All reviews

(29)

18 reviews in the last 12 months

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Rated 5 out of 5 stars

Looking Ahead..

Recently, my wife and I, wanted to take out covering life insurance policies, to cover this and that, as we entered the Golden years together..We had existing cover, but didn't know we could get further cover up to the age 90..First point was my existing policy holder, with years of good service, we decided to trust them to get it right, and completed for our needs going forward. We had excellent service and continually good communication from the advisors, who fullfilled way over our expectations of service..Not only making the whole operation go smoothly for us, but providing us with additional advice and information for a great outcome going forward in setting up the right policies suited to us..Very professional, friendly, exact in all communication by telephone and email was most reassuringly good for us..Overall a Five ☆☆☆☆☆ experience from start to finish..thank you..
Alex & Shona Duncan..

August 7, 2025
Unprompted review
Rated 5 out of 5 stars

Whether it's car insurance, health insurance or insurance on our buy to let properties go to First Point

Whether it's car insurance, health insurance, or insurance on our buy-to-let properties, First Point have been great. We have used them for close to 20 years, and without exception during this period, they always get in contact in very good time before the policies are due for renewal, they are always very professional and extremely well-informed about what to do in your best interest, and are fast and efficient when they need to send us documents, and so on. In short, they do all the leg work for you, saving you hours of time trawling the net with comparison sites, and know where all the good deals are. Over the years they have no doubt saved us 1,000s of pounds, and no commission charged to us. Keep up the good work!!

July 23, 2025
Unprompted review
Rated 5 out of 5 stars

Excellent Customer Service

My husband and I have been dealing with Mia Frost in this organisation. We have both found her extremely helpful, friendly, and is so good at explaining everything so we understand. She has an excellent telephone manner and is also very patient. In our opinion she is a treasure and so easy to communicate with she is an asset to the organisation and tries very hard in every aspect.

June 25, 2025
Unprompted review
Rated 5 out of 5 stars

Thank you to Matt

Thank you to Matt, Paige and team for helping us with our family and business private medical insurance policies. Having stayed with one well know company for over 40 years, we never thought to consider that we would be able to get a substantially better deal, but we were wrong. Matt and his team managed to get us like for like policies with reductions of almost 40%!! can't believe we paid over the odds for so long. Thank you for that....only wish I'd been in touch many years before.

May 30, 2025
Unprompted review
Rated 5 out of 5 stars

Highly recommended

Matt & Paige assisted us with changing our private healthcare provider for our family with some complicated circumstances. They were excellent to deal with, found us a really good option and were very accommodating and thorough throughout the whole process

June 11, 2025
Unprompted review
Rated 5 out of 5 stars

Matt and his team went the extra mile…

Matt and his team went the extra mile to ensure that we got the best coverage and worked out the most financially beneficial options, when we were looking to implement our company Health Insurance plan. We got an excellent result and at a cost that was significantly less than we were originally quoted.

I would have no hesitation in recommending Matt and First Point Financial Management for your Insurance needs

Thanks again Matt.

May 30, 2025
Unprompted review
Rated 5 out of 5 stars

Excellent company

We were introduced to First Point by a mutual contact a few years ago. Since then, we have received the best insurance, excellent response times and benefitted from their general helpfulness. First Point handle all our insurance; they tirelessly work with us to get us the best prices and are also always on hand to help. The team are highly professional, smart and continually go that extra mile. Thank you for all you do for us.

June 4, 2025
Unprompted review

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