Paula Steele has been featured in the Spear’s 500
We are delighted to announce that our Director, Paula Steele, has been featured in the new edition of the Spear’s 500.
This is the 10th edition of the Spear’s 500, which is the original and most in-depth guide to advisers to ultra-high-net-worth individuals and family offices.
The rankings and selections of the Spear’s Research Unit are based solely on merit. This is one of the reasons it is recognised as the most trusted and respected publication in the market.
Thank you to Spear’s magazine for including Paula in the index again this year.
Other Insights
‘A succession plan is only as strong as its liquidity strategy’ by Ken Maxwell published in Eprivateclient
A recent article by Ken Maxwell, Director at John Lamb Hill Oldridge, has been published in EPrivateClient, exploring an often-overlooked aspect of succession planning: liquidity. The article examines why even the most carefully structured succession [...]
‘Delaying life insurance is not a neutral decision’ published in FT Adviser
Delaying life insurance planning can lead to higher premiums, reduced insurability, and limited flexibility, particularly where cover is intended to support inheritance tax planning. Acting early can help secure more favourable terms and ensure protection [...]
Our latest podcasts from Ken Maxwell and Paula Steele are now available
Our podcasts page is packed with valuable insights and professional viewpoints surrounding some of the biggest issues in the world of protection. The latest two are now available to listen to, along with our back [...]