Investment options
A full range of investment products, ready to help you help your clients.
Funds & Shares Service
Using our own stockbroker allows us to offer a comprehensive investment range, while keeping costs low.
Managed Portfolio Services
Multi-asset portfolios, offering a blend of carefully selected, outsourced solutions.
AJ Bell Funds
Managed, low-cost, multi-asset funds to suit a broad spectrum of risk appetites.
Retirement Portfolio Service
A low-cost Centralised Retirement Proposition designed for clients who need income in retirement.
Investment partners
An additional range of external discretionary fund managers and investment companies for SIPP investments.
Off-panel
Gives your SIPP clients access to many other investments types, including commercial property.