Award-winning levels of service and support, provided online, over the phone and in person.

Our aim is to make every single interaction you have with our platform as easy as possible - which is why we invest as much in our people as we do in platform development.

Service

 

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 2020
Finance Awards

Diversity Marketing & Recruitment Campaign
of the Year – Winner

The Sunday Times 2020

100 Best Companies to Work For

Moneyfacts Annual Star Ratings

5 stars for AJ Bell Investcentre SIPP 2020, 2019

the lang cat Awards

Best for retirement income 2019

Professional Paraplanner Awards

Best Full SIPP Provider 2019

 

96% of calls answered within six rings

96% of emails answered within 24 hours

97% of money in credited within a day

      * August 2020

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.

Financial adviser verification

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