AJ Bell is pleased to announce the promotion of Charlene Young to become its new head of technical.
In the newly created role, Charlene will lead AJ Bell’s technical capability across pensions, investments, tax, financial planning and adviser practice, ensuring that complex regulation, legislation and tax matters are interpreted consistently and communicated clearly to advisers and customers. Charlene will also continue to work closely with AJ Bell’s PR and policy teams, offering expert commentary and analysis to the press and broadcasters about a wide range of issues.
Having worked at AJ Bell for over 12 years, plus experience as a chartered financial planner and paraplanner, Charlene is well placed to lead AJ Bell’s expert technical team and help advisers and customers navigate an increasingly complex tax and financial planning environment.
Advisers can find a range of supporting material and articles on anything from the impending changes to ISAs and IHT on pensions in April 2027 to CPD eligible events and the upcoming Great Wrapper Reset Tour via Techcentre on the AJ Bell Investcentre website.
Charlene Young, AJ Bell head of technical, says:
“I’m delighted to be appointed head of technical and excited to lead our talented team of experts. While changes to tax rules and the wider financial planning and savings landscape continue to come thick and fast, they also present an opportunity for us to build on the excellent support we already provide to advisers, paraplanners and customers.
“Personalised advice has never been more valuable, whether it’s helping clients discover, articulate and achieve their financial planning goals, or providing the clarity and peace of mind needed to cut through an increasingly complex environment. I look forward to working with the team to expand the support we can offer to advisers, as well as trusted guidance to our customers.”
Tom Selby, AJ Bell director of public policy, adds:
“With tax rules, particularly around pensions and IHT, subject to near constant change by successive governments, helping advisers and their clients navigate these shifting sands has never been more important. Charlene has the gift of being able to make the complex simple and is the perfect person to lead AJ Bell’s first-class Technical team.”
