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Tom Ellis

Tom Ellis

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Articles by Tom Ellis

Your profession

FCA and CII launch adviser re-evaluation test

Non-compulsory

clock 05 September 2018 • 1 min read

Companies

DFM Whitechurch offers IFAs 'attractive earn-out deal'

'Straightforward exit option'

clock 05 September 2018 • 1 min read

Wrap/platforms

'I can't see Aegon recovering from Cofunds issues' - adviser

‘Feel sorry for guys in contact centre’

clock 05 September 2018 • 4 min read

Technology

Concerns remain over govt support for dashboard after McVey's statement

'Vital government remains closely involved'

clock 05 September 2018 • 3 min read

Companies

AFH buys £2.6m Bedfordshire IFA in 13th acquisition of 2018

Initial £1.05m

clock 05 September 2018 • 1 min read

Technology

Esther McVey allays dashboard fears and backs industry to deliver

125,000 signed petition

clock 04 September 2018 • 1 min read

Technology

PensionBee teams up with money app to create personal finance dashboard

'Pension savers left behind in 20th century'

clock 04 September 2018 • 1 min read

Companies

Old Mutual Wealth financial planning business rebrands to Quilter

Advises more than 5,500 households

clock 04 September 2018 • 1 min read

Your profession

"There is an opportunity for change" - Andy Thompson on diversity

Intrinsic CEO

clock 04 September 2018 • 6 min read

People

Devon adviser attains Chartered status at 23 years old

Father was 23 when he set up firm in 1985

clock 03 September 2018 • 1 min read