AJ Bell
Callum Donaldson has cultivated a diverse background in customer service and sales, currently serving as a Customer Services Team Leader at AJ Bell since November 2020, following a role as a Customer Service Agent. Prior experience includes working as an Internal Sales Representative at AIR CONDITIONING ACCESSORIES LIMITED, where responsibilities involved customer engagement, quoting, and logistical coordination for prompt deliveries. Callum also served as a Financial Advisor at Co-op Insurance from 2017 to 2019, demonstrating strong communication skills while managing client relationships and resolving complaints. Callum holds a BSc (Hons) in Coach Education from Edge Hill University and A Levels in English Language and Literature, Psychology, Physical Education, and General Studies from Holy Cross College Bury.
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.