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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.

Start the conversation

Speak to me if you’re interested in preparing for tax year end, or just want advice on making your money go further.
Contact me today

An adviser’s insight

Graphic showing an alarm clock in front of a calendar and a pile of coins

Tackle tax year end with confidence

Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities.

In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.

I can go through your financial position with you, so you’re ready for tax year end on 5 April. Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review or a cashflow modelling session to understand your financial position better.

Approver Quilter Financial Services Limited. November 2025.

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.