SOUTH EAST (South of the River Thames) 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 South East Support Team.
In this three-minute video, Business Development Consultant Will Church runs through our Retirement Portfolio Service (RPS).
Will outlines why we designed this product, the driving principles behind it, and how it could assist your clients as they enter decumulation by providing a comprehensive retirement solution.
In this three-minute video, Business Development Consultant Will Church runs through the thought process and development behind our latest product addition, the Retirement Investment Account (RIA).
Will outlines 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
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Alison Mollard
PositionSales Director - Platform
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
Michael Teetsun
PositionBusiness Development Manager
Michael 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.
Mobile: 07701 388781
Email: michael.teetsun@ajbell.co.uk - Headshot
Brian Donald
PositionInvestment Business Development Manager
Brian 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: 0759 357 2512
Email: brian.donald@ajbell.co.uk - Headshot
Jonathan Dack
PositionBusiness Development Consultant
Jonathan can assist you with queries regarding our platform and investment solutions, including our Managed Portfolio Service and fund ranges.
Direct: 0161 876 3046
Email: jonathan.dack@ajbell.co.uk - Headshot
Scott Kemp
PositionSenior Business Development Support
Scott is available to help you with most day-to-day queries, either over the phone, by email or via an online meeting. He can also give you an online demonstration of our system’s various features.
Direct: 0161 876 3015
Email: scott.kemp@ajbell.co.uk
