Why do the same thing twice? - V2.0 Client onboarding journey

V2.0 CLIENT ONBOARDING JOURNEY

Your staffʼs time is precious. Duplicated info isnʼt. Thatʼs why our new onboarding process ensures they only have to input data once.

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Off the Road

Bonds are back!


Join our upcoming webinar where Investment Director, Ryan Hughes explores the current risks and opportunities in investment markets.

Off the Road
Pig looking left

Bring home more of the bacon


Our Money Market MPS offers the accessibility of a piggy bank, but much fatter returns. We’ve kept costs nice and lean though – with no management fees, and an OCF of just 0.10%.

Pig looking left
Tech Zone

Enter the Tech Zone


Our technical experts share regulatory and legislative insights on a range of topics – including the lifetime allowance abolition and ISA changes.

Tech Zone

AJ Bell is a FTSE 250 company

A member of the London Stock Exchange

Multi-award-winning investment platform

of assets on behalf of 484,000 customers

Financial Advisor

Charges


Pricing that’s competitive across a wide range of client scenarios.

Office and iPad

Functionality and choice


Comprehensive investment choice, easy-to-use tools and functionality.

Two people sat at a desk

Service


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

Financial Adviser

Support


Keeping you in the loop, with articles, technical updates, seminars and conferences.

Financial adviser verification

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