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Paula Steele

Managing Partner

Specialism: Financial Advisory & UHNW Services IFA, Insurance

Company: John Lamb

Location: London, England

Citywealth rating

Average: 5 (3 votes)
Fee Level:
5
Average: 5 (3 votes)
Quality of Advice
5
Average: 5 (3 votes)
Communications Skills
5
Average: 5 (3 votes)
Interpersonal Skills
5
Average: 5 (3 votes)
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Peer review:

A unique talent for guiding both clients and members of her team. With clients she listens, analyses and cuts to the chase, but with an ineffable charm. The team at John Lamb, a complex business with life broking, financial planning and investment management strands, all find she takes them to new heights of competence and confidence. High standards expected leads to high standards delivered.

Campbell Edgar    Integrated Financial Planning Training Limited   
08 Mar 2018

Peer review:

Paula is an outstanding practitioner. She is highly regarded by both me and the clients that I have referred to her for her technical expertise, clarity and practicality.

13 Feb 2018

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Paula has worked in the financial services industry for forty years, and her extensive knowledge and expertise spans across all areas of financial planning, enabling her to deliver comprehensive and cohesive solutions for individuals and families. Paula has played an important role in improving standards throughout the financial advice industry over the past few years. Her professional accreditations include Chartered Financial Planner, IMC and being an Affiliate of STEP (Society of Trust and Estate Practitioners).

Paula really values the long-term nature of many of her client relationships and remains enthused about building new ones alongside her younger directors and associates.

2017 

Paula Steele currently has no Citywealth award

Average client size: Under £5 million

Fixed fee offering: Yes - Some clients have a agreed quarterly fixed fee, which varies from £2000-£5000 a quarter

John Lamb

Number of offices globally: 1-5

34 Southwark Bridge Road, London, SE1 9EU

T: +44 (0) 20 7633 2222

http://www.johnlamb.co.uk/

Peer review:

A unique talent for guiding both clients and members of her team. With clients she listens, analyses and cuts to the chase, but with an ineffable charm. The team at John Lamb, a complex business with life broking, financial planning and investment management strands, all find she takes them to new heights of competence and confidence. High standards expected leads to high standards delivered.

Campbell Edgar    Integrated Financial Planning Training Limited   
08 Mar 2018

Peer review:

Paula is an outstanding practitioner. She is highly regarded by both me and the clients that I have referred to her for her technical expertise, clarity and practicality.

13 Feb 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor Marcela Kunova at mkunova@citywealthmag.com

Paula Steele currently has no reviews

Managing financial up and down cycles for wealthy clients

One of my clients has had a long-standing relationship with me, and I handled his pensions, investments outside of the business and inheritance tax planning.  We were involved in helping the client to prepare the business, a high risk property development firm, for sale in 2007 for a price in excess of £50m.  Unfortunately the sale collapsed with difficult markets and the client had financial problems because of high levels of debt and low cash flow.  We assisted by helping him withdraw all funds in his pension fund which because of significant losses in his business meant there was no tax to pay, and supported him and his wife through a very difficult time.  He managed to turn the business around and this year will return to significant profit. We have also now acquired his wife and two children as clients.