AJ Bell
Dave Lloyd is a skilled marketing professional with extensive experience in brand management and proposition development. Currently serving as Brand Propositions Manager at AJ Bell since June 2023, Dave has previously held various roles at BT from September 2008 to March 2023, including Senior Propositions Manager, Proposition Lead, Proposition Manager, Marketing Manager, and Product Manager. Earlier in the career, Dave worked as a Marketing Specialist at Averys Wine Merchants from July 2007 to August 2008. Dave holds a Level 6 Professional Diploma in Marketing from The Chartered Institute of Marketing and a Bachelor of Arts in Marketing and Law from the University of the West of England.
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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.