John Lamb Hill Oldridge has been shortlisted for the Magic Circle Awards and Citywealth Powerwomen Awards
There’s still time to vote for John Lamb Hill Oldridge and for the members of our team who have received deserved nominations for prestigious financial services awards. We would be very grateful for your vote.
Citywealth’s Magic Circle Awards
Ultra High Net Worth Private Client Services of the Year
John Lamb Hill Oldridge is shortlisted in the Ultra High Net Worth (UHNW) Private Client Services of the Year category at Citywealth’s Magic Circle Awards.
Winning this award would be deserved recognition for the efforts of our team throughout the last year, as we continue to develop our reputation as the UK’s foremost specialist protection assurance adviser, providing complex life assurance solutions, often as part of wider estate planning.
Voting closes on 1st April 2022.
Paula Steele – Lifetime Achievement
Our Broking Director, Paula Steele, has also been shortlisted for the Lifetime Achievement award at the Citywealth’s Magic Circle Awards.
Paula has worked in financial services for over 40 years and has extensive knowledge and expertise across all areas of financial planning, especially life assurance, equity release and later life planning. She has held many senior positions including Managing Partner and Broking Director at John Lamb Hill Oldridge throughout her long career.
Voting closes on 1st April 2022.
Female Leadership (Boutique)
We were also delighted to be shortlisted in the Female Leadership (Boutique) category at the Citywealth Powerwoman Awards, which recognises companies that have successful female leaders in their team. This nomination was deserved recognition for our Managing Director, Alex Gibson-Watt, Paula Steele and all of the other talented women in the John Lamb Hill Oldridge team.
Voting closed for this award on 21st January, and we eagerly await the awards ceremony on 3rd March.
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 [...]