AJ Bell PLC (AJ Bell) is an online investment platform. The Company provides investment administration, dealing and custody services. It includes in AJ bell funds, AJ bell responsible growth fund, AJ bell ready-made portfolios and AJ bell favorite funds. AJ Bell offers self-invested personal pension (SIPP), retirement investment account, stocks and shares individual savings account (ISA), lifetime ISA and general investment account (GIA). It also provide various investment range, including shares and other instruments traded on the stock exchanges. The company also provides suite of financial tools for cash management and investment analysis AJ Bell is headquartered in Manchester, England, the UK.
Products and Services
Products | Services |
---|---|
AJ Bell Investcentre | Self-invested personal pension |
Cash Management tools | Dealing account |
Investment Analysis tools | Lifetime ISA |
XYZ | |
XYZ | |
XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
Year | Event | Description |
---|---|---|
2024 | New Products/Services | In February, the company introduced Tech Zone, a new technical hub for financial advisers. |
2024 | Plans/Strategy | In February, the company announced its plans to occupy the client accounts of Circa5000. |
2023 | Contracts/Agreements | In December, the company's Great Run Series selected the British Heart Foundation as its official charity partner to raise as much as GBP1.5 million which is invested in improving the heart health of the nation. |
Competitor Comparison
Key Parameters | AJ Bell PLC | IG Group Holdings Plc | Hargreaves Lansdown plc | Capital & Regional Plc | London Capital Group Holdings plc |
---|---|---|---|---|---|
Headquarters | United Kingdom | United Kingdom | United Kingdom | United Kingdom | United Kingdom |
City | Salford | London | Bristol | London | London |
State/Province | England | England | England | England | England |
No. of Employees | 1,373 | 2,535 | 2,277 | 248 | - |
Entity Type | Public | Public | Public | Public | Private |
Key Financial Charts
Sales Growth
Net Income Growth
Executives
Name | Position | Board | Since | Age |
---|---|---|---|---|
Andy Bell | Chairman; Director | Executive Board | 2024 | - |
Michael Summersgill | Chief Executive Officer; Director | Executive Board | 2022 | 40 |
Peter Birch | Chief Financial Officer; Director | Executive Board | 2022 | 45 |
Roger Stott | Chief Operating Officer; Director | Executive Board | 2021 | 58 |
Mo Tagari | Chief Technology Officer | Senior Management | - | - |
Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
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