Gary joined AJ Bell this week. He will report to Fergus Lyons, Managing Director of AJ Bell Investcentre, and will work alongside Malcolm Gordon who is Business Development Director.
Gary will be responsible for leading the sales function at AJ Bell Investcentre, which is experiencing significant demand from advisers looking to consolidate client assets, particularly into SIPPs post pension freedoms. This will include sales of AJ Bell Investcentre’s Managed Portfolio Service and the recently launched AJ Bell Passive funds range.
Gary was previously Head of Advisory Sales at Old Mutual Wealth and prior to that Head of Intermediary Sales at Investec.
Fergus Lyons, Managing Director at AJ Bell Investcentre (picture attached), comments:
“Gary’s experience of the adviser market makes him an ideal addition to our team at a time when demand for our platform has never been higher. He also understands how advisers are using packaged investment solutions to meet client needs, and this is a new area for our business. We look forward to working with Gary to build on the success and growth we have experienced in recent years.”
Gary Dale, Sales Director at AJ Bell Investcentre, comments:
“I’m delighted to be joining the AJ Bell Investcentre team at a crucial time in their development, as they continue to build their reputation as one of the leading players in the advised market. Their strong foothold in the platform industry offers an ideal foundation for us to build our investment proposition in line with needs of clients and advisers. I’m looking forward to leading the team into our next phase of growth.”