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
Ken Maxwell quoted in ‘IHT, two-tier underwriting and client demands mean advisers remain vital – analysis’, article by Health & Protection.
We are pleased to see Ken Maxwell, Director at John Lamb Hill Oldridge, quoted in a recent Health & Protection article examining developments in the individual life insurance market and the growing role of protection [...]
Paula Steele moves into consultancy position at John Lamb Hill Oldridge
As part of John Lamb Hill Oldridge’s new chapter, Director Paula Steele is moving into a consultancy role, still offering her expertise to our clients
Weight-loss injections and life insurance underwriting: What advisers should know
As weight-loss injections become increasingly common, there are some considerations for advisers to take into account at application stage