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AJ Bell PLC (AJ Bell) is an online investment platform company. It engages in providing investment solutions and services. The company's major offerings include self-invested personal pensions (SIPP), stocks and shares individual savings accounts (ISA), Lifetime ISAs, and dealing accounts. AJ Bell is associated with the investment app brand, AJ Bell Dodl. Its services cater to DIY investors, professional advisers, and clients across various industries. The company operates through offices in Manchester, London, Bristol, and other locations in the UK. AJ Bell is headquartered in Manchester, England, the UK.
Products and Services
| Products |
|---|
| AJ Bell Dodl Investment Application |
| Self-Invested Personal Pension |
| Lifetime Individual Savings Account |
| XYZ |
| XYZ |
| XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2025 | New Products/Services | In December, AJ Bell Investcentre introduced two new estate planning trusts, a discretionary gift trust and an absolute gift trust. |
| 2025 | Contracts/Agreements | In November, the company selected Northern Trust Corp and Carne Group for asset servicing and Authorised Corporate Director services for nine in-house multi-asset funds. |
| 2025 | Contracts/Agreements | In September, the company entered into a partnership with Mabel Insights and introduced a new suite of planning tools to advisers through AJ Bell’s Investcentre platform. |
Competitor Comparison
| Key Parameters | AJ Bell PLC | IG Group Holdings Plc | Hargreaves Lansdown Ltd | Hargreaves Lansdown Asset Management Ltd | Aegon UK plc |
|---|---|---|---|---|---|
| Headquarters | United Kingdom | United Kingdom | United Kingdom | United Kingdom | United Kingdom |
| City | Salford | London | Bristol | Bristol | London |
| State/Province | England | England | England | England | England |
| No. of Employees | 1,550 | 2,182 | 2,487 | 2,028 | 2,629 |
| Entity Type | Public | Public | Private | Private | Private |
Key Financial Charts
Sales Growth
Net Income Growth
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Fiona Clutterbuck Fry | Chairman | Executive Board | 2023 | 68 |
| Michael Thomas Summersgill | Director; Chief Executive Officer | Executive Board | 2022 | 43 |
| Peter Michael Birch | Director; Chief Financial Officer | Executive Board | 2022 | 48 |
| Mo Tagari | Chief Technology Officer | Senior Management | - | - |
| Stephen Vowles | Chief Marketing Officer | Senior Management | - | - |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
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