AJ Bell
Matt Lythgoe, CFA, FRM, has a diverse background in investment risk analysis, with experience at companies such as AJ Bell, CFA UK, and Raymond James. With a strong educational foundation in mathematics and financial analysis, Matt has demonstrated expertise in managing client assets, overseeing reconciliations, and serving as a regulatory subject matter expert. Matt's professional development includes completing the Chartered Financial Analyst (CFA) Programme and earning the Financial Risk Manager (FRM) Level 1 certification from the Global Association of Risk Professionals (GARP).
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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.