We make investing easier

We help people to invest by striving to make the experience of holding and managing investments on our platform as easy as possible.

Andy Bell

“The quality of our low-cost, easy-to-use investment platform allows us to keep attracting customers and assets – a fact which is reflected in our strong financial performance.

“In turn, this financial strength means we can continually invest in our ambition of becoming the easiest platform to use – an aim which underpins our principal purpose of helping people to invest. We do this with a focus on meeting the needs of advisers and customers, alongside our competitive pricing and high-quality service model.”

Andy Bell

Chief Executive Officer
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AJ Bell Investcentre at a glance


  • Co-founded by Andy Bell in 1995, AJ Bell is one of the largest investment platforms in the UK

  • Over 262,000 customers have chosen to trust us with assets totalling £48.3 billion

  • AJ Bell listed on the London Stock Exchange’s Main Market in December 2018 (LSE: AJB), entering the FTSE 250 in March 2019

  • At the heart of our business is a clear and simple purpose: “We help people to invest”

  • Our platform is easy to use and great value, with a highly competitive pricing structure

  • Wide investment range means you choose how your savings are invested

Money Marketing Awards

Platform of the Year 2020

Professional Paraplanner Awards

Best SIPP Provider 2020

Money Marketing Awards

Best Platform, Best SIPP Provider & Company of the Year 2019

Professional Adviser Awards 2020

Best Platform for Advisers (above £25bn)

Financial Adviser’s Diversity in
Finance Awards 2020

Diversity Marketing & Recruitment Campaign
of the Year – Winner

The Sunday Times 2020

100 Best Companies to Work For

Professional Paraplanner Awards

Best Full SIPP Provider 2019

Moneyfacts Annual Star Ratings

5 stars for AJ Bell Investcentre SIPP 2020

Moneyfacts Annual Star Ratings

5 stars for AJ Bell Investcentre SIPP 2019

the lang cat Awards

Best for retirement income 2019

We set-up the AJ Bell Wage War on COVID Fund to help
those who have been impacted by the coronavirus

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Wage War on COVID
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We’re here for the long haul

AJ Bell is built on a strong set of guiding principles that have seen us grow from a small actuarial consultancy to become one of the biggest investment platforms in the UK. As a profitable, well capitalised business, we are well placed to build on this success and continue serving the needs of our customers for many years to come.

Account types to suit your needs

Our products include a SIPP, Retirement Investment Account, Stocks and Shares ISA, Lifetime ISA, General Investment Account (GIA), Junior SIPP and Junior ISA. Our pensions offer various income drawdown options and our GIA can be held in an offshore bond account with one of our partners.

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Guiding principles


Everyone who works at AJ Bell follows a set of guiding principles that define the company. These principles inform everything we do, and help to ensure we never stray from our objectives of thinking like our customers, making investing easier and leading our markets.

We make investing easy and accessible

 

What this says about us...

We are down-to-earth, speak plain English and simplify the complex.

How this helps our customers...

Our customers understand that we are practical people, offering an effective and highly functional service, with no unnecessary complications or additions. We try to avoid jargon and we keep it simple.

We know our stuff

 

What this says about us…

We are experienced, knowledgeable and aware.

How this helps our customers...

Our customers can be confident that the products and services we offer are among the best available and that we can answer their questions accurately and with authority.

We are human. Not robots

 

What this says about us...

We treat our customers as people and put them at the heart of our business. We talk, listen and take notice, respect other people and each other.

How this helps our customers...

Our customers appreciate that we respect and understand them as individual human beings, that we are pleased to talk to them, listen to what they have to say and respond to them quickly and efficiently.

We do the right thing

 

What this says about us...

We don’t sell, we help. We are open and honest. We care about and speak up for our customers.

How this helps our customers...

Our customers know that they can rely on us to help them and keep them informed, without constantly selling to them. They know, too, that we will always behave ethically and be vocal in defending their interests.

We give customers what they need. Not what they don’t

 

What this says about us...

We are specialists and good at what we do. We offer excellent service and value. We pay attention to detail and aim to get things right, first time.

How this helps our customers...

Our customers recognise that we give them the tools they need, that the level of service we offer is tough to beat and that we are very competitive on price. We offer exceptional expertise together with outstanding value.

We never stand still

 

What this says about us...

We have a can-do attitude. We turn ideas into reality. We are restless, enthusiastic and always looking for ways of doing things better.

How this helps our customers...

Our customers realise that we are successful and ambitious. We aim to create a brighter future for our business by providing the products and services that will help them invest in a brighter future for themselves.

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