Paula Steele and Ken Maxwell listed again this year in the Private Client Global Elite Directory 2023
We are delighted to announce that our Broking Directors, Paula Steele and Ken Maxwell, have been listed once again this year in the Private Client Global Elite Directory.
The Private Client Global Elite is a highly respected global directory of the world’s top private client and trust and estates litigation talent, as well as rising stars within the industry. This includes 150 non-lawyers in the “Recommends” section.
Those who are fortunate enough to be included in this Directory have the honour of knowing they have been chosen entirely by their peers in the industry.
You can view their entries here.
It is a huge achievement for Paula and Ken and highlights their expertise and commitment to exceptional client service.
Other Insights
IHT planning: Interview with Jonathan Morris and IFA Podcast
Our Senior Associate, Jonathan Morris, spoke with Brandon Russell and Sue Whitbread about a crucial part of your clients’ estate planning - IHT planning. They also discussed PETs and the importance of gift cover. As a specialist in these [...]
Money Marketing in conversation with Ken Maxwell…wealth protection for HNW and UHNW individuals
The Money Marketing Podcast is a definitive guide to the biggest issues in financial planning and, recently, our Director, Ken Maxwell, spoke with Kimberley Dondo for their latest episode. They covered: Wealth protection for HNW [...]
Paula Steele has been featured in the Spear’s 500
We are delighted that our Director, Paula Steele, has been featured in the Spear’s 500, a guide to the top private client advisers and service providers for HNW individuals. She has also been ranked as a [...]