This has been a transformative year for our business and I wanted to take the opportunity to highlight some of our news coverage and the activities that the team have been up to since the start of the year.
Unlike others in our industry we kept working through lockdown and all that COVID-19 has thrown at us. We have taken pride in the fact that we have continued to provide the same level of advice and service our clients expect.
We are very aware that our clients’ personal needs don’t sit still just because we are not in an office together or having to socially distance; technology has enabled us to stay on top of our brief.
JOHN LAMB FINANCIAL SOLUTIONS MERGED WITH HILL OLDRIDGE
As you may be aware, in July, John Lamb Financial Solutions merged with Hill Oldridge, the UK’s foremost life assurance adviser to families and landed estates. This has resulted in an enhanced team able to provide you with a greater depth of expertise and experience in our specialist areas of equity release, life insurance underwriting and broking.
We are now regarded as the life insurance broker of choice due to our in-depth technical expertise and reputation for excellence in all areas to do with trusts, policies and markets. Our growth and expansion reflects the firm’s credibility and trust in the market and now, more than ever, we recognise how important this is to the intermediary community.