Citywealth leaders list interview: 60 seconds with Paula Steele
Our Director, Paula Steele, was interviewed by Citywealth about her role at John Lamb Hill Oldridge, and life outside our Boswell Street office. They discussed topics including:
• Her role
• A typical day at work
• Interesting client instructions
• The last place she travelled to
• Her proudest professional achievement
• Client challenges, and how John Lamb Hill Oldridge faces them.
“We look after more than £3bn of life insurances”
“We have recently enjoyed placing over £50m of cover for some Bermuda trustees, dealing with their administrators in Zurich and the client here in the UK. A challenging case owing to the level of cover and the cross-jurisdiction advice issues.”
You can view Paula’s profile on the Leaders List here.
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 [...]