Our Consultants

Working closely with you

AJ Bell Platinum aims to deliver the very highest levels of service. We do that by building close working relationships with our clients, taking the time to understand their particular requirements and making sure our expert guidance is delivered in a way that is easy to understand. Key to it all are the AJ Bell Platinum consultants.

Important notice

Our consultants are here to provide technical information but they cannot give any financial advice, and none of the information they provide should be construed as such.

Testimonials

As a firm, our experience of AJ Bell can be measured in decades rather than years.

Fred Verney, Partner, Townends Accountants LLPFind out more

Our consultancy team

Charlene Horton

Charlene has spent her entire working career at AJ Bell. Since joining us in 1998 she has worked her way up the company, dealing with all aspects of SSAS administration, technical issues, maintaining client relationships and managing an administration team. Having gained a thorough understanding of our Platinum product, Charlene moved into a support role in 2015 and is now a member of AJ Bell Platinum’s consultancy team.

Anne McKenna

Anne joined AJ Bell in 2003 as a consultant, helping SSAS and SIPP clients and their advisers to deal with a wide range of strategic issues. Having previously worked for a major benefits and actuarial consultancy, she now boasts over 20 years' experience of working in SSAS. As well as managing the Platinum Consultancy Team, Anne also retains responsibility for a portfolio of existing SSAS and SIPP clients.

Mike Stephens

Mike joined AJ Bell in January 2003, having previously spent six years fulfilling pension roles within a major insurance company and a leading UK accountancy practice. He has an in-depth knowledge of the AJ Bell SSAS and SIPP products, and works closely with corporate and direct clients, as well as their advisers.

John Cummings

John already had 19 years' experience of dealing with self-administered pensions for other specialists when he joined AJ Bell in April 2012. With a background in handling administration, technical and calculations duties, John spent the 10 years immediately prior to joining AJ Bell working as a consultant, assisting direct clients and handling SSAS and SIPP enquiries from introducers.