Paula Steele on the judging panel for the Magic Circle Awards 2023
Our Director, Paula Steele, has accepted an invitation to sit on the judging panel for The Magic Circle Awards 2023.
This is a well-deserved acknowledgement of Paula’s reputation, expertise and significant experience in the financial services industry.
Specialising in resolving particularly complex and challenging issues for individuals and families, Paula has specific expertise in life assurance, equity release, and later life planning.
Her professional accreditations include Chartered Financial Planner, IMC, and being an affiliate of STEP (the Society of Trust and Estate Practitioners).
She has also played an important role in improving standards throughout the financial advice industry and has been the recipient of many awards, most recently receiving a Lifetime Achievement Award at the Citywealth Magic Circle Awards 2022.
Paula is looking forward to giving up her time to assess and evaluate the 2023 entrants and wishes all candidates the very best of luck.
#financialplanning #lifeinsurance #MagicCircleAwards
_____
John Lamb Hill Oldridge | The UK’s Foremost Specialist Protection Adviser
Other Insights
Leading Insurance Expert Announces Office Expansion to Support Continued Growth
John Lamb Hill Oldridge, the UK’s foremost specialist protection adviser, is excited to announce the expansion of its office space to the City of London to accommodate the company’s ongoing growth and to better serve [...]
Title: Practical tips for women in the UHNW advisory sector by Alex Gibson-Watt published in IFA magazine
As a woman working within the UHNW advisory sector, you have a unique opportunity to break barriers, lead change, and create a more inclusive future. Here’s some personal advice to not only thrive but accelerate [...]
The important role life insurance can play for high-net-worth and ultra-high-net-worth individuals following the proposed changes to Business Relief and non-domiciled tax rules
In the new Labour government’s Autumn Budget, Chancellor Rachel Reeves announced some of the biggest changes to tax rules for non-domiciled individuals for many years. As a result, many high-net-worth and ultra-high-net-worth clients are considering [...]