1995
Company Overview
Founded in Manchester in 1995, AJ Bell has grown over the past decades to become one of the UK’s largest providers of online investment platforms and stockbroker services. AJ Bell has more than 180,000 clients and manages in excess of £40 billion in assets.
AJ Bell is split into and operates under four distinct brands:
This review deals with AJ Bell Youinvest’s platform, products and services, including the AJ Bell SIPP or self-invested personal pension, which was the first online SIPP launched back in 2000.
AJ Bell Youinvest was formerly known as Sippdeal. It’s a direct-to-consumer platform offering a low-cost SIPP, ISAs and a Dealing Account to meet a variety of investment needs.
AJ Bell Charges | AJ Bell SIPP Fees |
|---|---|
No setup fee | |
Annual Custody Charge – Funds | |
First £0-£250,000 | 0.25% |
Next £250,000-£1 million | 0.1% |
Next £1 million – £2million | 0.05% |
Value of £2 million+ | No charge |
Annual Custody Charge – Shares | |
0.25% (capped at £25 per quarter) | ISA |
No setup fee | |
Annual Custody Charge – Funds | |
First £0-£250,000 | 0.25% |
Next £250,000-£1 million | 0.1% |
Next £1 million-£2million | 0.05% |
Values of £2 million+ | No charge |
Annual Custody Charge – Shares | |
ISA | 0.25% (capped at £7.50 per quarter) | Dealing Account |
No setup fee | |
Annual Custody Charge – Funds | |
First £0-£250,000 | 0.25% |
Next £250,000-£1 million | 0.1% |
Next £1 million-£2 million | 0.05% |
Value of £2 million+ | No charge |
Annual Custody Charge – Shares | |
0.25% (capped at £7.50 per quarter) | |
Other fees and charges – including dealing fees – apply. Use the links above to visit AJ Bell’s product charges pages for more details.
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