AJ Bell
Bertie Daniels is an experienced professional in client services and administration, currently serving as Client Services Manager at AJ Bell since November 2019, with previous roles including Team Leader, Senior Pension Administrator, and SIPP Administrator. Prior experience includes working as a Customer Service Account Associate at Lloyds Bank, a Project Analyst at Anglian Water Services, and various sales roles at Retail Marketing Group and John Lewis. Bertie holds a Bachelor of Arts in International Business from Leeds Beckett University and A-Levels in Business, Economics, Maths, and Geography from Kimbolton School.
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AJ Bell
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AJ Bell Plc, formerly AJ Bell Holdings Ltd, is a United Kingdom-based company that provides investment platforms. The Company's flagship platform includes AJ Bell Investcentre and AJ Bell Youinvest. It offers self-invested personal pension (SIPP), individual savings account (ISA) and general investment/dealing accounts. It offers access to a broad range of investments, including shares and other instruments traded on the stock exchanges around the world, as well as all mainstream collective investments available in the United Kingdom and a range of in-house investment solutions. AJ Bell Investcentre provides regulated financial advisers and wealth managers with a suite of online tools to help manage their retail clients' portfolios. AJ Bell Youinvest is a direct to consumer (D2C) retail investment platforms. The Company's non-platforms services include AJ Bell Platinum, AJ Bell Securities stockbroking and White label SIPP administration.