Holly and Jonathan promoted to Senior Associate
We are delighted to announce that our Brokers, Jonathan Morris DipPFS and Holly Hill DipPFS Hill, have been promoted to Senior Associate.
This is in recognition of their significant and sustained contribution to the firm and is a mark of respect which John Lamb Hill Oldridge holds for them.
Our thanks to Jonathan and Holly for their hard work and commitment to the business, and our best wishes for a long and successful future with us.
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John Lamb Hill Oldridge | The UK’s Foremost Specialist Protection Adviser
Other Insights
‘How protection can help advisers support clients in funding or mitigating inheritance tax liabilities’ published in IFA magazine
In a recent article for IFA magazine, Holly Hill, Associate Director at John Lamb Hill Oldridge, examines the role of protection planning in supporting clients with inheritance tax liabilities. For high-net-worth and ultra-high-net-worth clients, protection [...]
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 [...]