Skip to main content
Search

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

Whether you want help getting your pension in a good place, or to ask me about any other financial need you might have, I’m here to help.
Contact me today

An adviser’s insight

Graphic of women standing on piles of coins increasing in height

How can you boost your pension pot?

In the UK, there are around 3.3 million pension pots that are considered as ‘lost’, containing an average of around £9,500 per pot*. Nobody wants to be missing out on money they have built up in a pension, but there’s good news - this kind of financial hit is completely avoidable.

Here are three simple ways to make sure your pension is working its hardest for you.

1. Check up on it

This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.

2. Look at your investment allocation

Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.

3. Bump it up

If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.

As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early. Investing can help your money grow over time, but the value of investments can go down as well as up.

If that sounds good to you, please get in touch.

Approver Quilter Financial Services Limited. June 2026.

* How to find old pensions - Which?

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.
 

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.

3. On going check-ins, on your terms

I'll be there as your financial adviser to give you the support you need.

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.