Your North West support team
On this page, you’ll find news of our latest platform enhancements, product developments and video updates – straight from your North West Support Team.
Meet your regional team
Robert Cope
Senior Business Development Consultant
Rob is available to help you with queries regarding our platform and investment solutions, including our MPS and fund ranges.
Direct: 0161 876 3037
Email: robert.cope@ajbell.co.uk
Benjamin Rathbone
Business 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
Connect with Benjamin on LinkedIn
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
Daniel Eachus
Investment Business Development Manager
Daniel 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: 07802 417 003
Email: daniel.eachus@ajbell.co.uk
Steve Barnes
Investment 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: 07522 224 514
Email: steve.barnes@ajbell.co.uk
Alison Mollard
Sales 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
Introducing our new platform developments
Onshore Bond
You can now manage investments through an AJ Bell Investcentre GIA that’s held within a Countrywide Assured Onshore Bond. Here’s why it could make sense for some clients:
- Tax efficiency: Benefit from an annual tax-deferred income of up to 5%, and the potential for top-slicing relief on gains at the point of surrender or maturity.
- Simpler tax reporting: Onshore bonds follow UK corporation tax rules, so tax is only likely to become due at certain events, rather than every year.
- Estate and trust planning: Onshore bonds can be placed into trusts. As their structure is based on segmentation, it’s easier to assign and release parts of the bond to beneficiaries.
- Investment flexibility: Onshore bonds give access to a wide range of funds, and you can switch between them without triggering a tax event.
Gilts have transformed the cash game
Celebrate the expanded AJ Bell MPS range
With cash returns under pressure, many advisers are looking for a simple, tax‑efficient way to help clients make better use of cash deposits.
Our AJ Bell Gilt MPS range has expanded, with three new portfolios extending maturities out to 2032 – giving you more flexibility to match client time horizons.
Advisers can now expect:
- Outperform cash savings – a fixed rate savings account would need to pay over 6.9% to match the return of our Gilt MPS range after tax for a higher rate taxpayer.
- Low‑cost – access UK government bonds for market-leading 0.10% annual management charge.
- Simple to use – implemented through a managed portfolio service, removing the need for individual gilt selection or administration.
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 £108.7 billion of assets on behalf of 723,000 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 723,000 customers
Luminary 2026
Edinburgh, Manchester and London
16, 18 and 25 June
Luminary promotes diversity within financial services and creates a learning network for like-minded professionals.
Connect: financial planning practice masterclass
Online
23 June
Join us for a special live Connect study session covering retirement, estate planning and UK tax, with practical case studies and live Q&A to support your CII exams.
CO
Connect 2026
Leeds and Manchester
28 and 29 July
Our Connect sessions are designed to help paraplanners and adviser support staff expand their technical pensions and investment knowledge.
Off the Road – webinar series
Online
Various
Our webinar series allows you to engage with our Technical and Investment Teams from afar as they deliver a wealth of useful technical and market-related content.