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Tom Ellis

Tom Ellis

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Articles by Tom Ellis

Retirement

Tom Selby: Why tackling the MPAA should be part of the Treasury's Covid-19 response

Already helped younger investors

clock 26 May 2020 • 2 min read

Your profession

Simon Goldthorpe: How advisers can best leverage professional connections

Professional introducers

clock 21 May 2020 • 3 min read

Your profession

Tim Sargisson: The difference between advice firms that grow and those that don't is customer retention

The 80:20 rule

clock 19 May 2020 • 4 min read

Your profession

Caroline Stuart: Is it time financial advice had a reboot?

'Work collectively'

clock 19 May 2020 • 3 min read

Your profession

Carl Lamb: Is it necessary to return to old ways and client visits?

Efficient and practical

clock 19 May 2020 • 4 min read

Your profession

Firm that advised clients on unlisted shares among 12 declared in default by FSCS

London-based Saxon Capital, which advised clients to invest in unlisted shares of company Oxford Renewable Fuel, has been declared in default by the Financial Services Compensation Scheme (FSCS) among 11 others in April.

clock 18 May 2020 • 1 min read

Investment

Julian Howard: Is this the end of fundamental analysis?

Markets seem to have been ignoring the fundamentals for some time, writes Julian Howard, but the gap between economic and market reality seems to have widened through the crisis, even as a deep depression looms large…

clock 18 May 2020 • 4 min read

Your profession

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

SJP, equity release and more

clock 18 May 2020 • 2 min read

Tax planning

Neil MacGillivray: The post-pandemic financial malaise

Who pays?

clock 15 May 2020 • 3 min read

Your profession

'What my first experience of financial advice taught me'

'It was cathartic'

clock 14 May 2020 • 5 min read