SOUTH EAST (North 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.
Here you will find our latest platform developments, products and news via video updates directly from your South East Support Team.
In this four-minute video, Business Development Manager Marcus Paradiuk runs through our Retirement Portfolio Service (RPS).
Marcus 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 four-minute video, Business Development Manager Marcus Paradiuk runs through the thought process and development behind our latest product addition, the Retirement Investment Account (RIA).
Marcus 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
- Headshot
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
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
Lee Poyning
PositionBusiness Development Consultant
Lee 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 0313
Email: lee.poyning@ajbell.co.uk
