Testimonials

Testimonials

The best way to understand the value of our service is to hear from people who already use it. The following testimonials have been provided by advisers and clients of both our SIPP and SSAS products.

View: AJ Bell Platinum SIPP | AJ Bell Platinum SSAS

AJ Bell Platinum SIPP

I have worked with AJ Bell on SIPP related property transactions on a regular basis for a number of years and have always found them to be extremely helpful and efficient during the process, taking a pragmatic approach to problem solving whilst ensuring full compliance with pension scheme regulations in order to protect the member’s interests.

Stewart Coles, Sydney Mitchell LLP, Birmingham
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The team at AJ Bell are extremely efficient. The support provided throughout the property purchase and ongoing management has been first class and made the process uncomplicated and straightforward. I highly recommend AJ Bell for property transactions. Special thanks to Helen Potts in the property division – exceptional service and professionalism.

Jill Atkinson, Harrogate
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Having used AJ Bell Platinum SIPP services now for a number of years and have always been pleased with the services they have provided both to me and my clients. I have used AJ Bell for property purchase many times they provide a very efficient and friendly service with very good technical back up when needed.

Paul Horsley, MONEYFAX fps Ltd, Worcester
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As an adviser to a number of clients, who demand simple product solutions, particularly in retirement planning, I can highly recommend AJ Bell. They offer bespoke SIPP and SSAS solutions with simple applications and processes, to meet the complex commercial property transactions which inevitably form part of this type of business. AJ Bell’s personal approach and support is an invaluable resource to me as an adviser.

Steve Straw, Director, Thompson & Richardson, Lincoln
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We use AJ Bell because for us quality counts.

Geoff Taylor, Streets Accountants, Lincoln
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We recommend AJ Bell Platinum because they have an experienced team of readily accessible and technically strong trustee consultants. They are backed up by a fluent back office team who deliver documents fast and liaise with us at any turn.

Andy Hiatt, Hiatt Financial, Staffordshire.
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Having had the experience of using other Pension Administrators, I would have no hesitation in recommending AJ Bell to anyone looking for help in running their SSAS or SIPP. They are helpful, friendly and above all very professional in their approach. They saved one of our retiring directors a considerable amount of money and I find their charges to be pretty fair.

David Jess, Greenock
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AJ Bell have the finest technical team in the UK on all things pensions, they have by far and away the best products and service standards. We have been using Andy Bell’s firm for years and its been a real pleasure. Steve Lyth,

Alchemy Advisory Services, St Asaph
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We have been using the AJ Bell Platinum SSAS / SIPP products for a number of years now and we find the service provided by AJ Bell (both for new business and post completion) to be excellent.

Jason McQuigan, Director, Critchleys Financial Planning
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We specialise in bespoke pension planning and deal with many SIPPs and SSAS schemes for our clients and place a very high emphasis on the need for quality service from the scheme providers in terms of professionalism, technical knowledge, administrative support and accessibility. The importance of these aspects of pension planning cannot be over-emphasised and I am happy to report that our many experiences with the AJ Bell Platinum team have always supported our faith in the quality of their personnel, their integrity and commitment to the high standards that are an essential component in this area of financial planning.

Angela Maher, Managing Director, Acumen Financial Partnership, Liverpool
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Their knowledgeable, committed, enthusiastic and efficient staff make AJ Bell the most reliable and user-friendly partner for SSAS and SIPP business.

PJ Gilligan CertPFS, Managing Director, PJG Financial Services Limited, Leeds
AJ Bell Platinum SSAS

AJ Bell has been a trustee of my SSAS pension scheme since 2007 during which time they have acted for the scheme in an extremely efficiently and professional way and in my opinion provide excellent fee value. I recently completed the sale of my business and during the process had to disassociate it from the scheme and when a complication arose at the very last minute, the legal team at AJ Bell moved swiftly to resolve it to allow completion to take place on time.

Gary Franklin, Dorset
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With the mass of pensions legislation which is constantly changing it is an obvious essential that any Pensions Administration company understands all the legalities. My experience with AJ Bell is that they not only do this comprehensively but were also able to translate this knowledge into plain English so that we as trustees can make better informed decisions relating to our pensions.

David Hall, St Albans, Hertfordshire
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Following a personal recommendation, I moved my SSAS scheme to AJ Bell almost three years ago and am delighted. The AJ Bell offering allows me the flexibility to smoothly and dynamically manage my pension investments with minimal overhead in terms of time and expense when compared with the previous administration.

Clive, Worcestershire
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As clients of AJ Bell's Platinum SSAS product for over ten years we have always received excellent, professional and efficient service. We have built up a relationship with our dedicated and trusted consultant, Anne McKenna, and she ensures that we are kept up to date with the very latest changes in pension legislation.

Jeff and Angela, Liverpool
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I can thoroughly recommend AJ Bell's Platinum SSAS and more importantly the very helpful and knowledgeable staff because we all know dealing in the specialist world of Pensions, Loan backs, Debentures and Solicitors is complicated and it is refreshing to deal with a company that understands and delivers a quality service.

Mark Maryan, Gee 7 Wealth Management, Shrewsbury
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I have used AJ Bell Platinum for over 10 years and have always appreciated the efficiency of their Administration Service and felt secure with the technical expertise and support provided by the Consultants. Their honesty and integrity is beyond reproach and would happily recommend AJ Bell to others. Professor Graham A.

Leslie Hon. D.B.A, Resident Professor of Enterprise and Entrepreneurship, University of Huddersfield
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When needing a new Trustee / administrator for our long established SSAS I researched the market and identified AJ Bell. We moved our scheme over to them, some updating was required and we needed to create a Family scheme to include our three children. At all stages working with Anne McKenna and Annette Anderton has been a pleasure, informative, instructive, beneficial and efficient.

I'm glad I moved our SSAS to AJ Bell. Michael S.Moloney, Bolton
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We settled on AJ Bell as our preferred provider for SSAS following some lengthy research into the market. We have been delighted with the service provided to us, which is always prompt, professional and efficient.

Adrian Armstrong, Bowden, Cheshire
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We have been using AJ Bell now for a few years. For more complex commercial property purchase deals we have found the team to be extremely helpful providing an excellent service and the SSAS Consultancy Managers to be very competent in what can be a highly technical and complex transaction.

Andy Holder, Managing Director, J.M. Glendinning Financial Services Limited, Guiseley, Yorkshire
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Our pension fund has been looked after by Anne McKenna of AJ Bell Manchester for many years. We have always found AJ Bell to be most helpful to amateurs like ourselves, fully explaining all details with patience, care and above all with every options and it's consequences available to us. All members of staff have dealt with any queries thoroughly, swiftly and positively. The world of pensions can be a little scary. However putting our trust in AJ Bell has meant we've been able to be confident and comfortable that we are being looked after by professional friends.

Colin Hall, Derbyshire
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AJ Bell are the rolls-royce of the SSAS world and have become synonymous with quality and reliability.

Dan Morris, Broadstone Limited, Birmingham
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We have been lucky enough to have had AJ Bell looking after all our pension needs for several years. Their creative attitude has always impressed me, together with the speedy efficiency of dealing with, at times, complicated matters.

Nigel Bradley, Rochdale
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AJ Bell have been advising us for many years and always found their services to be extremely efficient giving excellent advise and following things through expertly whilst keeping us fully informed of any new schemes or improvements that would benefit our pensions. We have also been able to call on their services in advising on setting up loans from our scheme to assist our business. From there early days to now we have always been extremely satisfied with all aspects of the services they provide.

Michael Stewart, Altrincham
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AJ Bell explain the opportunities in everyday language to enable the client to make their decisions despite some of the difficulties and complications of regulation.

Jeff Batson, Deeside
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Consultants and Administrators are technically good with deep knowledge of complex rules. Most importantly, they are positive and enjoyable to deal with.

Godfrey Taylor, Wilmslow, Cheshire
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I have used the AJ Bell Investcentre (previously Sippcentre) on line service for many years and recently introduced clients to the Platinum service for their SSAS. What a great choice! As well as the ability to get good quality literature on line there is a terrific team of people who are well qualified and able to help with all the questions I have. Great service and great support!

Alec Wightman, Branch Head, Lebc Group, Manchester
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We would say that AJ Bell are efficient in responding to any questions and queries that we have. They’re very knowledgeable and we have every confidence in their ability in running the scheme for Norco and would recommend them. Katie Herrington,

Finance/Accounts Manager, Norco GRP Limited, Poole
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I have had a professional connection with AJ Bell for many years drawing on their expertise in the SSAS area of pension planning. Their account executives are amongst the most knowledgeable in their field who over the years have been able to provide innovative solutions where others have failed miserably. Just as important their support staff are friendly and efficient knowing how to prioritise their tasks in terms of urgent matters that need prompt attention. No such thing as 10 day turn-around. More recently, the news letters from Andy Bell are both informative and provide a useful insight from one of the most intelligent voices in the pensions industry.

David Balchin, Kingsland Wealth Management, Shrewsbury
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I have been dealing with AJ Bell on behalf of one of my clients for the last 10 years or so. During that time I have found all the staff I have dealt with to be friendly, approachable and knowledgeable. I have always found it to be easy to get through to someone on the phone and generally get quick and relevant responses to any queries whether by phone or e-mail.

Liz Pallace, London

Our consultancy team

Our experienced, knowledgeable team of consultants and support staff are here to help you make informed choices