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 moreOur consultancy team
- Tel 0345 40 89 100
- Fax 07815 874 732
- Email Email Anne
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 25 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.
- Tel 0345 40 89 100
- Fax 07706 285 662
- Email Email Charlene
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.
- Tel 0345 40 89 100
- Fax 07977 228 974
- Email Email Mike
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.
- Tel 0345 40 89 100
- Email Email Matt
Matt Bird
Matt is one of our longest-serving members of staff, with a career at AJ Bell reaching back to 1996. Since joining us, he has worked in various roles within the Platinum SSAS and SIPP departments, dealing with all aspects of high-level administrative issues. Matt brings to our team many years of experience with and knowledge of the Platinum Products.
- Tel 0345 40 89 100
- Email Email Lisa
Lisa Drinan
Lisa joined AJ Bell in 2018 to support our Platinum Consultants and help deliver the highest possible levels of service. She previously worked for one of our competitors, in a role that involved handling all aspects of the SSAS administration process. In total, Lisa brings more than 20 years of SSAS experience to the team.