Funds & Shares Service

Back in 2007, AJ Bell acquired its own stockbroker. As well as giving us membership of the London Stock Exchange and the ability to deal in a wide variety of investments, this move also allowed us to react quickly to any changes in demand, and to tackle challenges like the RDR with relative ease.

Need more information? Take a look at our factsheet.


Available through our SIPP, ISA, JISA, LISA and GIA, the Funds & Shares Service capitalises on this capability by offering a comprehensive range of investments, while keeping charges low and service levels high.

The investment opportunities on offer via our Funds & Shares Service include:

Investment SIPP ISA GIA
More than 4,000 unit trusts and OEICs
Exchange Traded Funds
Exchange Traded Commodities
Investment trusts
Government bonds
Corporate bonds
Permanent Interest Bearing Shares (PIBS)

Registered advisers can see full details of the funds universe and the terms available on each fund by logging into our Research Centre. If you have not yet registered with us, why not take a few minutes to do it now?

Register now

Regular Investment Service

The Funds & Shares Service also allows you to regularly invest on your clients' behalf via their SIPP, ISA, JISA, LISA or GIA on a monthly basis, without incurring any dealing charges.

The process is simple - once you have set up a regular investment we will automatically make the purchase for you on the same day every month.

Order venue and quality reporting

We have published our execution quality report for 2017, along with details of our top five order execution venues. You can access them here.