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Maurice Stack

Financial Planning Consultant DipPFS in Sutton Coldfield

A little bit about Maurice

I am an experienced financial adviser with more than 30 years' industry experience in providing advice to different clientele. My career started with HSBC Bank, where I worked in several roles providing financial advice to the bank's customers, ranging from individual clients to commercial business and private wealth clients.
 
I also held several managerial positions with HSBC. Later, I moved to Lloyds Bank Corporate to undertake a role in providing financial advice to corporate and medium-sized businesses, including their owners/families, by taking a full holistic approach to providing financial advice. In 2016, I joined Quilter Financial Advisers, where I use my experience and knowledge to provide financial advice to a variety of clients.
 
Find out more about me below.

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Speak to me about making your money go further, and protecting the things that matter most to you.
Contact me today

An adviser’s insight

Graphic of people learning about protection

Can the right protection help you become more financially resilient?

Have you heard of the ‘protection gap’? You probably know someone who’s fallen into it.

Most of us know to get travel or pet insurance, or even just insure our mobile phone. But when it comes to really big life events, cover can easily get overlooked – causing a gap.

Far too many people aren’t properly protected against life-changing events, like losing their job or not being able to work because they’ve fallen ill. Which means that when these things do happen, they can have a much bigger impact than they need to.

Luckily, cover like income protection and critical illness can help people become more financially resilient. So, if you do have a financial shock, it doesn’t have to turn everything upside down. And it can be surprisingly simple and affordable.

If you’ve had a big milestone recently, or a change in your circumstances, it might be the right time to relook at your protection needs.

Reach out to me and I’ll be happy to help.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

General Insurance

Home contents insurance, buildings insurance.

More about me

My approach to providing financial advice is to develop a deep understanding of my clients and work with them to achieve their short-term needs and long-term objectives. I believe in building a relationship based on trust and working together to help my clients achieve their goals.

In my spare time, I enjoy walking my two English Springer Spaniel dogs and taking an active part in helping run my local cricket club in Walmley.
 

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

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.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.