Compare The Platform: AJ Bell Youinvest

/AJ Bell Youinvest

AJ Bell Youinvest

AJ Bell Youinvest offers a broad range of investments through a number of different accounts: a SIPP, stocks and shares ISA, Lifetime ISA and dealing account. It also offers an ISA, SIPP and dealing account for children.

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Available products & Wrappers

General InvestmentsISAsJISAsPensions & SIPPSJunior Pensions & SIPPSOnshore bondsOffshore bondsOther
Lifetime ISA

Available investments

UK fundsOffshore fundsETFsITsEquitiesBondsOther
Research, Tools and Information
Tools
Quickrank and screener for all types of investments, Favourite funds list, free Shares magazine for customers with over £4,000, apps for mobile and other devices including Amazon Echo, family account linking, regular investment and dividend reinvestment.

Table of charges

PLATFORM CHARGESPRODUCT CHARGESOTHER CHARGES
Funds (£0-250,000)0.25%
Funds (£250,000-£1m)0.10%
Funds (£1m-£2m)0.05%
Funds (£2m+)0.0%
Exchange-traded instruments0.25% (max £7.50/qtr for GIA & ISA, £5.00/qtr JISA, £25/qtr SIPP & JSIPP)
Fund trading£1.50/trade
Exchange-traded instruments (0-9)£9.95 / trade
Exchange-traded instruments (10+)£4.95 / trade

Compare the Platform Says

Products & WrappersInvestmentsResearch & GuidanceChargesOVERALL SERVICE
5.0
4.0
4.0
4.0
5.0
Good range of products and wrappersCustomers can choose from 5 ready-made AJ Bell Passive funds which range from cautious to adventurous or the experts' Favourite funds short-list with c72 fundsCharges are good for modest investorsGood all rounder, but better for seasoned investors who know what they're doing. Good telephone/email support, but only Monday to Friday 8am to 5pm (dealing services available until 7pm)