John Lamb Hill Oldridge has been shortlisted for the Magic Circle Awards and Citywealth Powerwomen Awards

There’s still time to vote for John Lamb Hill Oldridge and for the members of our team who have received deserved nominations for prestigious financial services awards. We would be very grateful for your vote.
Citywealth’s Magic Circle Awards

Ultra High Net Worth Private Client Services of the Year
John Lamb Hill Oldridge is shortlisted in the Ultra High Net Worth (UHNW) Private Client Services of the Year category at Citywealth’s Magic Circle Awards.
Winning this award would be deserved recognition for the efforts of our team throughout the last year, as we continue to develop our reputation as the UK’s foremost specialist protection assurance adviser, providing complex life assurance solutions, often as part of wider estate planning.
Voting closes on 1st April 2022.

Paula Steele – Lifetime Achievement
Our Broking Director, Paula Steele, has also been shortlisted for the Lifetime Achievement award at the Citywealth’s Magic Circle Awards.
Paula has worked in financial services for over 40 years and has extensive knowledge and expertise across all areas of financial planning, especially life assurance, equity release and later life planning. She has held many senior positions including Managing Partner and Broking Director at John Lamb Hill Oldridge throughout her long career.
Voting closes on 1st April 2022.

Female Leadership (Boutique)
We were also delighted to be shortlisted in the Female Leadership (Boutique) category at the Citywealth Powerwoman Awards, which recognises companies that have successful female leaders in their team. This nomination was deserved recognition for our Managing Director, Alex Gibson-Watt, Paula Steele and all of the other talented women in the John Lamb Hill Oldridge team.
Voting closed for this award on 21st January, and we eagerly await the awards ceremony on 3rd March.
Other Insights
‘Underwriting challenges of the hazardous pursuits of HNW and UHNW individuals’ by Jacob Fay published in COVER Magazine
"It is important that advisers can approach the whole market" Hazardous pursuits encompass a broad range of high-intensity activities that often involve elements of speed, height, and exposure to challenging environments. Many of these pursuits [...]
‘Simplifying life insurance for financial planning clients’ by Jonathan Morris and Darren Lee published in FT Adviser
Research suggests that confusion around life insurance is one of the reasons fewer millennials are buying policies compared to previous generations. Long-winded questionnaires and the possibility of medical screenings add to the complexity. It is [...]
Business Relief as an offset for inheritance tax: Here is how it might work
At the end of their lives, your clients are likely to want to bestow a significant amount of their wealth and assets to their family. If they have accrued a sizeable estate, their beneficiaries might [...]