AJ Bell
Greg Morton is a seasoned business development professional with extensive experience in the financial services sector. Currently serving as the Business Development Manager for the South West at AJ Bell since February 2023, Greg previously held a similar role at FE fundinfo, a global leader in investment fund data and technology, from July 2022 to February 2023. Prior to that, Greg worked at Aegon as a Regional Account Manager from April 2021 to July 2022 and had a long tenure at Ascentric from March 2013 to April 2021, where Greg progressed through various positions, ultimately serving as Business Development Manager. Academic credentials include a Bachelor of Arts in History from the University of Reading, obtained between 2007 and 2010.
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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.