How the pandemic has affected life insurance rates and what your clients need to know
The consequences of the pandemic have been widespread throughout society and the insurance industry has not been shielded from [...]
‘Is your client’s work-place income protection policy doing the job?’ in Professional Adviser by Jonathan Morris
Is your client’s work-place income protection policy doing the job? Why do your clients [...]
The service and expertise of John Lamb Hill Oldridge has been celebrated at key awards and in the press
We are delighted to announce that our director, Paula Steele, follows up her silver Lifetime Achievement Award at the [...]
3 valuable lessons for dealing with the fallout from divorce
Divorce can be an emotionally draining process with the fallout affecting separating spouses in a variety of ways. When [...]
Citywealth leaders list interview: 60 seconds with Paula Steele
Our Director, Paula Steele, was interviewed by Citywealth about her role at John Lamb Hill Oldridge, and life outside our Boswell Street [...]
Assisting a client who was seeking further cover via convertible term policies
A man in his 70s and a woman in her 60s with a property worth £4 million. Their existing lifetime mortgage of £1.6 million had a relatively high interest rate of just above 7%, which meant that the amount owing was increasing rapidly. The couple were concerned about the loss of equity from their property.
Extending convertible term assurance for a client with medical considerations
A man in his 70s and a woman in her 60s with a property worth £4 million. Their existing lifetime mortgage of £1.6 million had a relatively high interest rate of just above 7%, which meant that the amount owing was increasing rapidly. The couple were concerned about the loss of equity from their property.
Covering a prenuptial payment with a convertible term policy
A man in his 70s and a woman in her 60s with a property worth £4 million. Their existing lifetime mortgage of £1.6 million had a relatively high interest rate of just above 7%, which meant that the amount owing was increasing rapidly. The couple were concerned about the loss of equity from their property.
Arranging maintenance cover for a divorced client
A man in his 70s and a woman in her 60s with a property worth £4 million. Their existing lifetime mortgage of £1.6 million had a relatively high interest rate of just above 7%, which meant that the amount owing was increasing rapidly. The couple were concerned about the loss of equity from their property.
‘Keeping art and luxury items in the family’ in The Month magazine by Jonathan Morris
Art and luxury items are bought for a variety of reasons; sometimes as a store of value, sometimes with [...]
