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
Holly Hill’s insights on protection planning and financial resilience quoted in IFA magazine
We are pleased to share that Holly Hill, Associate Director at John Lamb Hill Oldridge, has been quoted in a recent IFA Magazine article: “In Focus: how can protection planning strengthen financial resilience? Expert perspectives.” [...]
Podcast: Paula Steele joins Merryn Talks Money LIVE at Bloomberg HQ to discuss “What’s eating away at inheritance money?”
The latest episode of Merryn Talks Money, featuring Paula Steele, Director at John Lamb Hill Oldridge, is now live. The discussion covers passing on inheritance to beneficiaries as well as other pertinent personal finance topics [...]
Podcast: Ken Maxwell shares his insights on life insurance solutions to long-term inheritance tax liability
We are delighted that Ken Maxwell, Director at John Lamb Hill Oldridge, was invited to feature in a new podcast with IFA Magazine discussing long-term inheritance tax planning. Ken explains why whole-of-life cover is not [...]