South East South

Your South East (South) support team

On this page, you’ll find our latest platform developments, product updates and news via video updates directly from your South East (South) Support Team.

Meet the team

Michael Teetsun

Michael Teetsun

Business Development Manager


He's 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.

Mobile: 07701 388781
Email: michael.teetsun@ajbell.co.uk

Connect with Michael on LinkedIn

Jonny Dack

Jonathan Dack

Senior Business Development Consultant


Jonathan 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 3046
Mobile: 07593 451 248
Email: jonathan.dack@ajbell.co.uk

Scott Kemp

Scott Kemp

Business Development Platform Specialist


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

Connect with Scott on LinkedIn

Tom Pratt

Tom Pratt

Business Development Support


Tom 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 0314
Email: Tom.Pratt@ajbell.co.uk

Brian Donald

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

Steve Barnes

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

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 bonds

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

Gilt MPS

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.

 

JOIN THE CELEBRATION

Your clients’ portfolios, adjusted for today’s market

Rowing on lake

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.

VIEW RESOURCES

We consistently lead the way

Q2 2026 AUA and customer numbers

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.

SEE FOR YOURSELF

94% of calls answered within 20 seconds

97% of emails answered within 24 hours

94% of money in credited within a day

      *April 2026

Upcoming CPD events

Luminary

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.

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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.

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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

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.

 

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