Maurice Stack
Financial Planning Consultant DipCII in Sutton Coldfield
A little bit about Maurice
Maurice is an experienced financial adviser with over 30 years' industry experience in providing advice to different clientele. His career started with HSBC Bank, where he worked in several roles in providing financial advice to the banks customers, differing from individual clients to commercial business and private wealth clients.
Maurice also held several managerial positions with HSBC. He latterly 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 Maurice joined Quilter Financial Advisers, where he is using experience and knowledge to provide financial advice to many different types of clients.
Maurice’s approach to providing financial advice is to develop a deep understanding of his clients and work with them to achieve their short-term needs and long-term objectives. A relationship that is built on trust and working together to help his clients achieve their goals.
In his spare time Maurice spends time walking his two English Springer Spaniel dogs and taking an active part in helping run his local cricket club in Walmley.
Start the conversation
Get in touch if you’d like to discuss how to balance your present spending plans with your future saving goals, or any other financial matters you’re thinking about.
Contact me today
An adviser’s insight
Spend wisely and save smartly
June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.
While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.
It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*
Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.
Click on the contact me today button at the top of my profile to discuss how I can help you.
*Source: HMRC
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.
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.