Your North East support team
On this page, you’ll find our latest platform developments, product updates and news via video updates directly from your North East Support Team.
Meet your regional team
Matthew Jonas
Senior 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 our system’s various different features.
Direct: 0161 876 2863
Mobile: 07803 409 589
Email: matthew.jonas@ajbell.co.uk
Connect with Matthew on LinkedIn
Georgia Swallow
Business Development Support
Georgia is available to help you with most day-to-day queries, either over the phone, by email or via an online meeting. She can also give you an online demonstration of our system’s various features.
Direct: 0161 876 2887
Email: georgia.swallow@ajbell.co.uk
Connect with Georgia on LinkedIn
Alison Mollard
Head of Sales
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
A simpler way to support your clients’ estate and tax planning
With IHT planning still front of mind for many clients, trusts remain a key way to pass on wealth with clarity and control.
Here are the key benefits they offer you and your clients:
- Simpler set-up – draft specimen documents that may help reduce client legal costs.
- Everything in one place – you can manage trust assets alongside your clients’ other investments.
- Confidence in delivery – clear guidance to support explanation and implementation.
Stay ahead of tax year end deadlines
Tax year end is approaching – make sure you’re prepared. Visit our dedicated hub for key dates, practical support and expert guidance, all in one place.
Your clients’ portfolios, adjusted for today’s market
NEW
Understand our Strategic Asset Allocation approach
We’ve refined our portfolios to be resilient, aligned with 2026 market conditions, and structured for robust performance across a range of scenarios.
Explore these resources all in one place:
- Our Strategic Asset Allocation brochure – a detailed look at what’s changed.
- A short Q&A video – an explanation of the process, and the actions we’ve taken.
- Three articles – including a summary of changes, and in-depth analysis of key themes like US sector allocations and bond market inflation.
We consistently lead the way
Strong financial performance
Our platform continues to attract new customers, while maintaining outstanding retention rates among those we already serve.
As revealed in our latest trading update, we now look after a remarkable £108 billion of assets on behalf of 673,000 customers. And we’re still enjoying excellent growth in new inflows compared to our peers.
AJ Bell is a FTSE 250 company
A member of the London Stock Exchange
Multi-award-winning investment platform
of assets on behalf of 673,000 customers
We’re here to support you
Whether you want to chat through our various platform solutions, discuss industry changes or arrange a platform demo, your North East support team is on hand to assist. Simply get in touch, and we'll do the rest.