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Paula Steele

Managing Partner

Specialism: Financial Advisory & UHNW Services IFA, Insurance

Company: John Lamb

Location: London, England

Citywealth rating

5
Average: 5 (4 votes)
Fee Level:
5
Average: 5 (4 votes)
Quality of Advice
5
Average: 5 (4 votes)
Communications Skills
5
Average: 5 (4 votes)
Interpersonal Skills
5
Average: 5 (4 votes)
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Private client review:

Paula came highly recommended as a leading adviser to private clients. I haven't been disappointed. My family's financial affairs are somewhat complicated and Paula grasped the issues quickly and her advice has been invaluable. It is always a pleasure to have a meeting with Paula as she gets to the point quickly and her client service is exceptional. We have been advised by Paula for a number of years and wouldn't think of moving our business anywhere else.

08 Aug 2018

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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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.

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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

Paula Steele currently has no contact details

Private client review:

Paula came highly recommended as a leading adviser to private clients. I haven't been disappointed. My family's financial affairs are somewhat complicated and Paula grasped the issues quickly and her advice has been invaluable. It is always a pleasure to have a meeting with Paula as she gets to the point quickly and her client service is exceptional. We have been advised by Paula for a number of years and wouldn't think of moving our business anywhere else.

08 Aug 2018

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 April French at afrench@citywealthmag.com

Paula Steele currently has no reviews

Managing financial up and down cycles for wealthy clients

Lady Client aged 80, with a house near Cambridge with equestrian business attached and shares in family business, the brief to provide client with £200,000 for variety of projects. To mitigate inheritance tax- solution in conjunction with client’s other advisers split the title on the equestrian business so that an equity release could be taken on the house to fund variety of projects. The equestrian business restructured to qualify for business relief. Shares in family company restructured so that non-qualifying cash is released, and company shares now qualify for business relief. Client has achieved £200,000 for her projects and IHT reduced right over £750,000.a

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.