Your South West support team
On this page, you’ll find news of our latest platform enhancements, product developments and video updates – straight from your South West Support Team.
Meet your regional team
Greg Morton
Business Development Manager
Greg 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: 07702 886 615
Email: greg.morton@ajbell.co.uk
Connect with Greg on LinkedIn
Harry Mullin
Business Development Consultant
Harry 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 605 0359
Email: harry.mullin@ajbell.co.uk
Connect with Harry on LinkedIn
Brian Donald
Investment 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
Connect with Brian on LinkedIn
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
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 West support team is on hand to assist. Simply get in touch, and we’ll do the rest.