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Phillips talks to PA about TPO’s strategy and structure

Do not let caution cause inertia

'The problem is not that staff are trying to break the rules'

Points to recent tax legislative changes

Banks ‘uniquely positioned’ to provide advice to mass market

‘Significant opportunity to use M&A to drive inorganic growth’

Over half who acted on social media financial advice regretted it

FOI request

Held roles at Interactive Investor, FNZ and SS&C Hubwise

Part four in the series...