AJ Bell
Lisa Wilson ACCA is a Finance Business Partner at AJ Bell since October 2014, overseeing technology costs and contributing to financial management across various roles including Management Accountant and Assistant Management Accountant. Lisa has extensive experience in financial modeling, data analysis, and compliance, demonstrating strong communication and coaching skills with junior team members. Prior to AJ Bell, Lisa held multiple positions at Oldham Community Leisure Limited, managing swim lessons and overseeing teams while handling HR responsibilities. Educational qualifications include a BA (Hons) in Counselling and Psychology from Leeds Beckett University, a BTEC Level 3 in Business Administration from WorkSkills Limited, and an Advanced Diploma in Leisure Management from Cheadle and Marple Sixth Form College.
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.