CITYWEALTH LEADERS LIST 2017
We are delighted to announce that Paula Steele our Managing Director has once again been included in the Citywealth Leaders List.
The Citywealth Leaders List is a best of the best directory of leading professionals in the private wealth management and private client industry. The list brings together lawyers, accountants, family offices, private bankers and trustees who deal with private UHNW clients. The list is the result of an ongoing year-long programme of peer recommendation and rigorous verification.
Other Insights
‘Outsourcing protection advice: Should you, or shouldn’t you?’ by Paula Steele published in Protection Reporter
In the ever-evolving landscape of protection advice in the UK, the decision to outsource protection advice is becoming an increasingly relevant topic for financial advisers and firms. Protection products, such as Life Insurance, Critical Illness [...]
‘Opportunities for the life insurance industry from Budget proposals’ by Paula Steele published in Cover Magazine
Paula Steele, director, John Lamb Hill Oldridge, discusses how the Autumn Budget creates a need for protection for clients impacted by new Inheritance Tax (IHT) restrictions. The Autumn Budget on 30 October confirmed the changes [...]
Life insurance for Non-Doms: April 2025 deadlines
April 2025 deadlines: If clients are thinking of buying life insurance covering ongoing or tail liabilities and want cover pre-April 2025, they should be aware; Timing of Insurance and Risk Management: For clients planning to [...]
