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
‘The impact of Consumer Duty on legacy life insurance policies’ by Paula Steele published in FTAdviser
The 31st July has come and gone and we are now in the new (or not so new) world of Consumer Duty on legacy products. John Lamb Hill Oldridge is a specialist life insurance broker [...]
John Lamb Hill Oldridge celebrates 65-year anniversary with a partners’ dinner
This year, John Lamb Hill Oldridge celebrates its 65th anniversary. As part of the celebrations, the company held a partners’ dinner on Tuesday 1st October. The event was held at Wild by Tart in Belgravia, [...]
‘John Lamb Hill Oldridge introduces a specialist team to support you in arranging insurance-based investment products for high-net-worth clients with global assets’ by Jacob Fay
Offshore bonds aka PPLI aka Insurance based investment products John Lamb Hill Oldridge offers advice and intermediation (placement) and ongoing servicing for offshore bonds and is fully regulated to give this advice in the UK. [...]