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
‘Such is life’ by Paula Steele in STEP Journal
It has been ten years since the UK’s Retail Distribution Review (RDR) was implemented, which changed the landscape for life insurance policies significantly. Many clients are unaware of what their policies provide and/or can do. [...]
‘Could life insurance be an effective solution in some circumstances for contentious trusts?’ by Jonathan Morris in ThoughtLeaders4 Private Client Magazine
Trusts serve to oversee and manage assets throughout an individual’s life and often intergenerationally, normally for tax planning or safeguarding purposes. Despite their undoubted benefits sometimes contentious situations may arise prompting trustees to consider terminating [...]
‘The Crucial Role of Women in Private Client Industry Growth’ by Alex Gibson-Watt published in IFA Magazine
The theme of this year’s International Women’s Day was to ‘inspire inclusion.’ In today’s rapidly evolving business landscape, as an industry we are increasingly realising the significance of diversity and inclusivity, with a particular emphasis [...]
