Bertie Daniels

Bertie Daniels is an experienced professional in client services and administration, currently serving as Client Services Manager at AJ Bell since November 2019, with previous roles including Team Leader, Senior Pension Administrator, and SIPP Administrator. Prior experience includes working as a Customer Service Account Associate at Lloyds Bank, a Project Analyst at Anglian Water Services, and various sales roles at Retail Marketing Group and John Lewis. Bertie holds a Bachelor of Arts in International Business from Leeds Beckett University and A-Levels in Business, Economics, Maths, and Geography from Kimbolton School.