Office Location: United Kingdom
England and Wales
Estates: Planning
Family Governance and Business
Paula is a chartered financial planner and has worked within the John Lamb business for over 40 years. She is admired for her technical expertise and ability to deal with the planning for UNHW clients, particularly utilising life insurance as a tool.
What is your favorite restaurant to take a client or colleague to?
OrreryWhat is the best piece of advice you have ever received?
Never expect anyone to thank you - if you get thanks its a bonusWhat was your first job?
Actuarial trainee for insurance companyWhat is the book you recommend to everyone?
Salt PathWhat changes do you expect to see in your practice over the next year?
Increased work with international insurers for international clients