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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 Investments ISAs JISAs Pensions & SIPPS Junior Pensions & SIPPS Onshore bonds Offshore bonds Other
Offshore bond via Canada Life + Utmost Limited IOM

Available investments

UK funds Offshore funds ETFs ITs Equities Bonds Other
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 CHARGES PRODUCT CHARGES OTHER CHARGES
0-£999,999 0.20%
£1,000,000-£1,499,999 0.15%
£1,500,000-£1,999,999 0.10%
£2,000,000+ 0.00%
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 & Wrappers Investments Research & Guidance Charges OVERALL SERVICE
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