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Paula Steele

Director | John Lamb Hill Oldridge

Office Location: United Kingdom

Jurisdiction

England and Wales

Top Specialisms

Estates: Planning

Family Governance and Business

Professional Biography

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?

Orrery

What is the best piece of advice you have ever received?

Never expect anyone to thank you - if you get thanks its a bonus

What was your first job?

Actuarial trainee for insurance company

What is the book you recommend to everyone?

Salt Path

What changes do you expect to see in your practice over the next year?

Increased work with international insurers for international clients