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
3.0	3.0	3.0	3.0	3.0