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Investing for children and grandchildren

1 month ago

Senior Technical Consultant Charlene Young returns for our first techie fix of 2021.

During this session, Charlene will look at the wrappers and investment accounts available to clients wishing to invest towards a child’s future. She will also explore the differences in how these accounts can be opened, how they are treated for tax and important considerations for how they are managed.

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Charlene Young
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Charlene Young

Job Title
Senior Technical Consultant

Charlene is a Chartered Financial Planner with over 10 years' experience in financial services. She joined AJ Bell in 2014 after relocating to Manchester from Bristol, where she held financial planner and paraplanner roles at leading firms. In addition to analysing and commenting on technical and regulatory issues, Charlene is also responsible for designing and providing technical training for AJ Bell staff.

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