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AJ Bell Investcentre

AJ Bell Investcentre is part of AJ Bell. The platform is designed specifically for financial advisers and aims to provide a full range of investments and tools at a reasonable price.

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Available products & Wrappers

General InvestmentsISAsJISAsPensions & SIPPSJunior Pensions & SIPPSOnshore bondsOffshore bondsOther
Offshore bond via Canada Life + Utmost Limited IOM

Available investments

UK fundsOffshore fundsETFsITsEquitiesBondsOther
Exchange-traded commodities, Permanent interest bearing shares (PIBS), Warrants, Covered warrants
Research, Tools and Information
Data and tools
Cash management tool, Investment analysis tools, bulk dealing and model portfolios, x-ray tool and regular investment service (CGT tool coming soon).

Table of charges

PLATFORM CHARGESPRODUCT CHARGESOTHER CHARGES
0-£999,9990.20%
£1,000,000-£1,499,9990.15%
£1,500,000-£1,999,9990.10%
£2,000,000+0.0%
SIPP (0-£24,999)£120 + VAT / year (waived if £200,000+ of SIPP, ISA, and GIA assets)
SIPP (£25,000-£49,999)£160 + VAT / year (waived if £200,000+ of SIPP, ISA, and GIA assets)
SIPP (£50,000+)£200 + VAT / year (waived if £200,000+ of SIPP, ISA, and GIA assets)
Fund/Exchange-traded instruments£3.95 / trade

Compare the Platform Says

Products & WrappersInvestmentsResearch & GuidanceChargesOVERALL SERVICE
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