Paula Steele in the final shortlist in Professional Adviser’s in Financial Advice Awards 2022
We’re thrilled to announce that our Director, Paula Steele, has reached the third and final shortlist for Woman of the Year – Protection Advice in Professional Adviser’s Women in Financial Advice Awards 2022. These prestigious awards celebrate the achievements of women working within the financial services sector in the UK and, this year alone, over 2,200 nominations were made across the various categories. Please join everyone here at John Lamb Hill Oldridge in congratulating Paula for this fantastic achievement, and in wishing her luck for the awards ceremony in London on 6th July.
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 [...]
