AJ Bell plc

Institutional Investor Greater Manchester, United Kingdom ·Founded 1995

Overview

AJ Bell plc is a UK-based investment services company providing online investment platforms and stockbroking services. The company offers a range of investment accounts, including tax-efficient Stocks and Shares ISAs, Lifetime ISAs, and pension products like Self-Invested Personal Pensions (SIPPs). A general dealing account is also available. The platform enables investment in a wide selection of assets such as global shares, funds, investment trusts, and exchange-traded funds (ETFs). AJ Bell operates under several core brands: AJ Bell, AJ Bell Investcentre, AJ Bell Dodl, and AJ Bell Touch. AJ Bell is a direct-to-customer platform offering a low-cost SIPP, ISA, and Dealing Account. AJ Bell Investcentre provides SIPP, ISA, and general investment accounts exclusively through Financial Conduct Authority (FCA) authorised financial advisers. AJ Bell Dodl is a cost-effective investment app designed for new investors, while AJ Bell Touch offers investment solutions accessible via smartphones. The company has demonstrated significant growth, with platform assets under administration (AUA) reaching £108.0 billion as of December 2025, marking a 21% increase year-on-year. Customer numbers also rose to 673,000, a 20% increase from the previous year. This growth reflects the strength of AJ Bell's dual-channel model, targeting both retail investors and advisers. The company is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.

Portfolio Companies

BPNational GridLegal & GeneralDiageoUnileverBritish American TobaccoRio TintoImperial BrandsAstraZenecaGlaxoSmithKlineHSBCBarclaysAvivaPrudentialRoyal Dutch ShellTescoLloyds Banking GroupStandard CharteredVodafone Group

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Frequently asked questions about AJ Bell plc

What sectors does AJ Bell plc invest in?

AJ Bell plc invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Greater Manchester, United Kingdom. AJ Bell plc is listed as a institutional investor in the ConnectSafely investor database.

What stage does AJ Bell plc invest at?

AJ Bell plc backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.

Which regions does AJ Bell plc invest in?

AJ Bell plc invests across United Kingdom.

What companies has AJ Bell plc invested in?

AJ Bell plc's portfolio includes BP, National Grid, Legal & General, Diageo, Unilever, British American Tobacco, Rio Tinto and Imperial Brands.

Last updated · Source: ConnectSafely investor database