AJ Bell Investcentre
Willingness to recommend
About the provider
AJ Bell Investcentre is designed to meet the needs of a range of customers from accumulation to retirement. Our clients benefit from an investment proposition that covers whole of the market from platform, DFM’s and XO functionality. We offer a range of our own managed portfolio solutions including a designated retirement solution and a expanding panel of DFM model portfolios on our platform.
Our pricing structure is competitive and is suited to a wide range of clients, with options to use either a transactional pricing option through our SIPP or an all-in pricing structure through our Retirement Investment Account. Clients also have the option to use a wide variety of ISA wrappers, General Investment Accounts and set up junior accounts.
Through our sustainable business model, we have delivered a strong track record of profit, ensuring our financially security; and we continue to invest in our technology helping to continually enhance all aspects of our functionality, products and services.
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£48.2bn as at 30th September 2023
GBST and FNZ
Integrates One Way
Integrates Both Ways
Adviser Office (IRESS)
intelliflo office (intelliflo)
Plum Software (a Morningstar company)
True Potential Adviser Services (CRM)
No integrations available for Cash Management
No integrations available for Cashflow Modelling
Client Portal – Adviser Office (Iress)
Client Portal – Xplan (Iress)
EV Pro Risk
FinaMetrica Profiler (Morningstar)