AJ Bell
Sarah-Ann Donnelly is a seasoned professional with extensive experience in business analysis and risk management. Currently serving as Lead Business Analyst at AJ Bell since August 2022, Sarah-Ann previously held roles including Senior Consultant at Capco and various positions at FNZ Group where leadership in Transfers was demonstrated. Prior experience includes key roles at Alliance Trust Savings, focusing on preventative risk monitoring and process enhancements, and management of New Business and Transfers. Earlier in the career, experience was gained at Santander Consumer Bank as a Personal Banking Advisor.
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.