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 and UHNW individuals
- Strategies for safeguarding assets, minimising liability, and ensuring smooth succession planning
- How to stay ahead in the evolving financial landscape.
Our thanks to Money Marketing for the opportunity, to Kimberley Dondo for the interview, and to Ken for his expert insights.
Listen to the podcast on Spotify.
Listen to the podcast on Apple Play.
Other Insights
How does John Lamb Hill Oldridge support you through the protection claims process?
Making a claim on an insurance policy can be time-consuming, especially since high-net-worth (HNW) and ultra-HNW (UHNW) clients may have complex financial arrangements in place. By working with our brokers here at John Lamb Hill [...]
John Lamb Hill Oldridge in the press
Leading financial advisory firm, John Lamb Hill Oldridge, has announced the formation of a specialised team to support advisers and clients in navigating the complexities of Insurance Based Investment Products (IBIPs). This initiative comes in [...]
‘How do advisers address the complex needs of HNW clients?’ by Holly Hill published in Professional Adviser
In this article for Professional Adviser, Holly Hill explore how advisers can best serve the high net worth community and deal with their complex needs. There are a number of additional things to consider when [...]
