Senior Research Analyst
Terry is AJ Bell's Senior Research Analyst. Terry's career in financial services began in 2005 on the Settlements team at a major bank. He later moved to an investment management company and then a leading provider of financial services. In 2010 he took up a proprietary futures trading role at one of the world’s largest independent global commodities brokers.
Prior to joining AJ Bell, Terry spent five years on the Investment Management Team at a discretionary investment manager in Liverpool, where he was also a member of the Asset Allocation Committee.
27 September 2024
Favourite funds update - 27 September 2024The AJ Bell Favourite funds list is designed to lighten your research load. There are thousands of funds out there – so we’ve narrowed the field by selecting a high-quality shortlist of funds we believe can deliver their objectives over the long term. To make the list, each fund needs to pass our robust, independent selection process.
What have we...
2 August 2024
Favourite funds update - August 2024The AJ Bell Favourite funds list is designed to lighten your research load. There are thousands of funds out there – so we’ve narrowed the field by selecting a high-quality shortlist of funds we believe can deliver their objectives over the long term. To make the list, each fund needs to pass our robust, independent selection process.
What have we...
22 February 2022
Passive Favourite fund updates What is the AJ Bell Favourite funds list?The AJ Bell Favourite funds list is designed to lighten your research load. There are thousands of funds out there – so we’ve narrowed the field by selecting a high-quality shortlist of funds we believe can deliver their objectives over the long term. To make the list, each fund needs to pass our robust...
15 May 2020
AJ Bell funds – update to underlying holdingsOne of our most important tasks, when managing the AJ Bell funds, is staying on top of the marketplace. We're always looking for investments that can help deliver the AJ Bell funds' objectives and risk outcomes, while satisfying the team's mantra of 'simple, low cost and transparent'.
With that in mind, we wanted to tell you about two changes we...
1 November 2019
Vanguard cuts its fees – what it means for youIn the latest salvo in the passive investing charges war, Vanguard has cut fees across its range of ETF and index funds. It follows the example of Vanguard’s main rival, BlackRock, who slashed charges on many of its products in August – as both firms compete for market share in the passive investing space.
What cuts have Vanguard made?Vanguard...
3 September 2019
How long should I hold a fund for?One of the simplest questions faced by an investor is also one of the most important; how long should you hold an investment for?
An oft-cited statistic about stock markets is that they deliver, on average, returns of around 7-8%. This isn’t guaranteed, of course, since the future is unknowable by anyone, but it’s what history has told us we should...
