AJ Bell
Terry McGivern is an experienced finance professional with a strong background in investment analysis and fund management. Currently serving as a Fund Manager and Investment Analyst at AJ Bell since September 2017, Terry is responsible for researching and selecting UK equity-related assets and is a member of the Asset Allocation Committee. Previous roles include Investment Analyst at WEALTH at work, where Terry contributed to the Investment Management team, and Proprietary Futures Trader at Marex Spectron Pro Trader, focusing on various asset classes. Earlier experience includes positions as an Analyst at Pershing and Investment Administrator at Tilney Investment Management. Terry's educational background includes attendance at Merchant Taylors School from 1996 to 2003.
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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.