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
Video interview: “Whole-of-life is only to ‘protect the assets you’ll die living in and living off’” published by FT Adviser
Holly Hill, Director at John Lamb Hill Oldridge, recently spoke with Sonia Rach at the FT Adviser about the role of life insurance in inheritance tax planning for high-net-worth and ultra-high-net-worth clients. In the interview, [...]
Navigating IHT Changes for Non-Doms, APR/BPR, & Pensions
Recent years have introduced new complexities and challenges regarding how individuals protect their estates.
‘A succession plan is only as strong as its liquidity strategy’ by Ken Maxwell published in Eprivateclient
A recent article by Ken Maxwell, Director at John Lamb Hill Oldridge, has been published in EPrivateClient, exploring an often-overlooked aspect of succession planning: liquidity. The article examines why even the most carefully structured succession [...]