NORTH WEST, WE’RE HERE TO HELP
In the current climate, where face-to-face meetings are scarce and Zoom calls are a temporary substitute for contact, we want to ensure that communication is still frequent, cutting directly to the bones of updates you’ll find of use.
Here, you will find our latest platform developments, products and news via video updates directly from your North West Support Team.
In this four-minute video, Business Development Manager Andy Witter runs through our version 2.0 website and provides a demonstration on how the tools can help streamline your tax year end process.
In this five minute video, Business Development Manager Andy Witter runs through the thought process and development behind our third-party MPS access.
Andy tells us how this investment option can sit in our SIPP, ISA and GIA wrappers and also runs through the process for investing into them via our funds and shares platform.
Find out more about our third-party MPS
In this three-minute video, Business Development Manager Andy Witter runs through the thought process and development behind our latest product addition, the Retirement Investment Account (RIA).
Andy will outline how this investment wrapper differs from the AJ Bell Investcentre SIPP, offering you and your clients further choice to better match a variety of suitability requirements.
Download Rory Percival’s report
- Headshot
Alison Mollard
PositionSales Director
Alison is on hand to explain the various ways our platform can benefit your business and your clients. She can also arrange a demonstration of the many features of our system.
Direct: 0161 876 2814
Mobile: 0759 044 3785
Email: alison.mollard@ajbell.co.uk - Headshot
Robert Cope
PositionBusiness Development Consultant
Robert can assist you with queries regarding our platform and investment solutions, including our Managed Portfolio Service and fund ranges.
Direct: 0161 876 3037
Email: robert.cope@ajbell.co.uk - Headshot
Steve Barnes
PositionInvestment Business Development Consultant
Steve is on hand to support you with on-platform and off-platform investments in the AJ Bell Funds and MPS solutions, and to handle any queries about our external platform partners.
Mobile: 0752 2224 514
Email: steve.barnes@ajbell.co.uk - Headshot
Benjamin Rathbone
PositionBusiness Development Support
Benjamin is available to help you with most day-to-day queries, either over the phone, by email or via an online meeting.
Direct: 0161 605 0311
Email: benjamin.rathbone@ajbell.co.uk - Headshot
Matthew Jonas
PositionSenior Business Development Manager
Matt is on hand to explain the various ways our platform can benefit your business and your clients. He can also arrange a demonstration of the many features of our system.
Direct: 0161 876 2863
Mobile: 07803 409 589
Email: matthew.jonas@ajbell.co.uk
