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
Ken Maxwell quoted in ‘IHT, two-tier underwriting and client demands mean advisers remain vital – analysis’, article by Health & Protection.
We are pleased to see Ken Maxwell, Director at John Lamb Hill Oldridge, quoted in a recent Health & Protection article examining developments in the individual life insurance market and the growing role of protection [...]
Paula Steele moves into consultancy position at John Lamb Hill Oldridge
As part of John Lamb Hill Oldridge’s new chapter, Director Paula Steele is moving into a consultancy role, still offering her expertise to our clients
Weight-loss injections and life insurance underwriting: What advisers should know
As weight-loss injections become increasingly common, there are some considerations for advisers to take into account at application stage