Your South East (North) support team
On this page, you’ll find our latest platform developments, product updates and news via video updates directly from your South East (North) Support Team.
Meet the team
Alex Iveson
Sales Lead
Alex 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: 0795 527 4618
Email: Alex.Iveson@ajbell.co.uk
Jonathan Dack
Senior Business Development Consultant
Jonathan can assist you with queries regarding our platform and investment solutions, including our Managed Portfolio Service and fund ranges.
Direct: 0161 876 3046
Mobile: 07593 451 248
Email: jonathan.dack@ajbell.co.uk
Lee Poyning
Business Development Consultant
History buff Lee enjoys reading about the past and watching old films, but his knowledge of our platform is bang up to date.
He’s 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
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
Maeve Prendergast
Business Development Support
Maeve 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 605 0335
Email: maeve.prendergast@ajbell.co.uk
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
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 South East (North) support team is on hand to assist. Simply get in touch, and we’ll do the rest.