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Author profile

Tom Ellis

Tom Ellis

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Articles by Tom Ellis

Your profession

'The power cashflow planning gave me as an advised client'

Last time, our anonymous freelance financial journalist wrote about how it felt to sit before a financial planner and talk about future ideas, hopes and dreams, which came with a healthy dose of reality check. In this blog, our mysterious freelancer wanted...

clock 08 June 2020 • 7 min read

Investment

Darius McDermott: Why the role of Asia has to change in investor portfolios

'It will become a core holding'

clock 08 June 2020 • 3 min read

Your profession

Three things your client may call you about this week ...

SJP denies responsibility for adviser's sales

clock 08 June 2020 • 2 min read

Your profession

Tributes paid to Nucleus account director Mike Wallis

Died from motor neurone disease

clock 03 June 2020 • 2 min read

Investment

Jack Rose: Why is now a good time to invest in a younger VCT?

Benefit of a fresh start

clock 03 June 2020 • 5 min read

Investment

Mike Barrett: Happy Woodford Day

12 months on

clock 03 June 2020 • 4 min read

Investment

Talking at home with…. SVM's Colin McLean

Square Mile's series of informal interviews

clock 02 June 2020 • 3 min read

Pensions

What does the Carey Pensions judgment mean for SIPPs?

Case analysis and takeaways

clock 02 June 2020 • 7 min read

Your profession

Nick Eatock: Will coronavirus drive greater engagement with advisers' online functionality?

More efficient?

clock 02 June 2020 • 3 min read

Your profession

Julie Best: Zoom and the art of financial planning

'Can't assess body language'

clock 02 June 2020 • 4 min read
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