Founded in 1995, AJ Bell is now one of the UKs largest online investment platforms. AJ Bell offers products both directly to the customer, on the AJ Bell platform, and through an advisor and the AJ Bell Investcentre. Customers can also create a bespoke service via the AJ Bell platinum products. AJ Bell is listed on the London Stock exchange in the FTSE 250 Index. Their UK headquarters are in Manchester
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| Customer happiness score | 74.59% |
|---|---|
| Customer trust score | 69.84% |
| Complaints performance | 72.94% |
| Transparency rating | 68.41% |
| Fairer Finance score Reviewed Autumn 2023 |
71% |
| Account closure fee | £0.00 |
|---|---|
| Charge for transferring investments to another platform i | £0.00 |
| Charge for automatic reinvestment | £1.50 |
| Charge for transferring cash to another platform | £0.00 |
| Early Account Closure Fee (12 months or less) | £0.00 |
| Inactivity Charge | £0.00 |
| Charge for selling holdings if not enough money in account to pay other charges | £9.95 |
| Same Day Payment Charge | £0.00 |
| Cost of receiving paper statements for a year | |
| App available i | |
| Charge for telephone/postal share dealing | £29.95 |
| Account closure fee | £0.00 |
|---|---|
| Charge for transferring investments to another platform i | 0 |
| Charge for automatic reinvestment | £1.50 |
| Charge for telephone/postal share dealing | £29.95 |
| App available i | |
| Charge for transferring cash to another platform | £0.00 |
| Early Account Closure Fee (12 months or less) | £0.00 |
| Inactivity Charge | £0.00 |
| Charge for selling holdings if not enough money in account to pay other charges | £9.95 |
| Same Day Payment Charge | £0.00 |
| Cost of receiving paper statements for a year |
| Annual cost of regular payments (drawdown) | £120.00 |
|---|---|
| Fee for setting up drawdown | £0.00 |
| Charge for taking whole pot under triviality rules | £0.00 |
| Charge for withdrawing your tax-free lump sum | £30.00 |
| Cost of adding funds to drawdown, or reviewing flexi-access drawdown (not capped) | £90.00 |
| Charge for purchasing an annuity | £180.00 |
| Charge for telephone/postal share dealing | £29.95 |
| Account closure fee | £0.00 |
| Charge for transferring cash to another platform | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Charge for automatic reinvestment | £1.50 |
| Same Day Payment Charge | £0.00 |
| Cost of receiving paper statements for a year | £0.00 |
| Account closure fee | £0.00 |
|---|---|
| Charge for transferring investments to another platform i | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform | £0.00 |
| Charge for selling holdings if not enough money in account to pay other charges | £9.95 |
| Same Day Payment Charge | £0.00 |
| Account closure fee | £0.00 |
|---|---|
| Charge for transferring investments to another platform i | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for telephone/postal share dealing | £29.95 |
| Charge for transferring cash to another platform | £0.00 |
| Inactivity Charge | £0.00 |
| Charge for automatic reinvestment | £1.50 |
| Charge for selling holdings if not enough money in account to pay other charges | £9.95 |
| Is interest of at least 0.5% being paid on cash balances? |
| Account closure fee | £0.00 |
|---|---|
| Charge for transferring investments to another platform i | £0.00 |
| Cost of receiving paper statements for a year | £0.00 |
| Charge for transferring cash to another platform | £0.00 |
| Inactivity Charge | £0.00 |
| Charge for automatic reinvestment | £1.50 |
| Charge for selling holdings if not enough money in account to pay other charges | £9.95 |
| Repairing or voiding an ISA, when required under HMRC rules | £0.00 |
| Charge for telephone/postal share dealing | £29.95 |
| Cost (Year 1) i | £432.50 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Does the provider have a mobile app? | |
| Charge for selling holdings if not enough money in account for charges | £9.95 |
| Completing paper applications | £100.00 |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £0.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform i | £0.00 |
| Cost (Year 1) i | £432.50 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Does the provider have a mobile app? | |
| Charge for selling holdings if not enough money in account for charges | £9.95 |
| Completing paper applications | £100.00 |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £0.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform i | £0.00 |
| Cost (Year 1) i | £790.00 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Does the provider have a mobile app? | |
| Charge for selling holdings if not enough money in account for charges | £9.95 |
| Completing paper applications | £100.00 |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £0.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform i | £0.00 |
| Cost (Year 1) i | £432.50 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Is there a mobile app? | |
| Charge for selling holdings if not enough money in account for charges | £9.95 |
| Completing paper applications | £100.00 |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £0.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform i | £0.00 |
| Cost (Year 1) i | £463.60 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Does the provider have a mobile app? | |
| Charge for selling holdings if not enough money in account for charges | £9.95 |
| Completing paper applications | £100.00 |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £0.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform i | £0.00 |
| Annual cost of regular payments | £120.00 |
|---|---|
| Cost of setting up income drawdown | £0.00 |
| Charge for taking your tax free lump sum from your pension, or for making a one off or new regular payment after drawdown has started | £30.00 |
| Cost (Year 1) i | £1,326.60 |
| Charge for selling holdings if not enough money in account for charges | £9.95 |
| Completing paper applications | £100.00 |
| Same day payment/payment by CHAPs | £0.00 |
| Account closure fee | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform i | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Charge for withdrawing your whole pension (if it is small enough to meet government rules) | £30.00 |
| Cost of adding money into your pension once drawdown has started, or the cost of reviewing the amount you're drawing down | £90.00 |
| Charge for account closure within 12 months through drawdown | £354.00 |
| Cost of reviewing your income drawdown if it is a capped drawdown plan | £90.00 |
| Charge for purchasing an annuity | £180.00 |
| Cost (Year 1) i | £463.60 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Charge for selling holdings if not enough money in account for charges | £9.95 |
| Completing paper applications | £100.00 |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £0.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform i | £0.00 |
| Does the provider have a mobile app? |
| Cost (Year 1) i | £887.60 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Charge for selling holdings if not enough money in account for charges | £9.95 |
| Completing paper applications | £100.00 |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £0.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform i | £0.00 |
| Does the provider have a mobile app? |
| Cost (Year 1) i | £463.60 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Charge for selling holdings if not enough money in account for charges | £9.95 |
| Completing paper applications | £100.00 |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £0.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | |
| Charge for transferring cash to another platform i | £0.00 |
| Is there a mobile app? |
| Account closure fee | £0.00 |
|---|---|
| Charge for transferring investments to another platform i | £0.00 |
| Charge for automatic reinvestment | £1.50 |
| Charge for transferring cash to another platform i | £0.00 |
| Early Account Closure Fee (12 months or less) | £0.00 |
| Charge for selling holdings if not enough money in account to pay other charges | £9.95 |
| Charge for telephone/postal share dealing | £29.95 |
| Cost of receiving paper statements for a year | £0.00 |
| Charge for writing to a third party to confirm the value of the account (Including probate valuations) | £0.00 |
| Is interest of at least 0.5% being paid on cash balances? |
| Account closure fee | £0.00 |
|---|---|
| Charge for transferring investments to another platform i | £0.00 |
| Charge for automatic reinvestment | £1.50 |
| Charge for telephone/postal share dealing | £29.95 |
| Charge for transferring cash to another platform | £0.00 |
| Inactivity Charge | £0.00 |
| Charge for selling holdings if not enough money in account to pay other charges | £9.95 |
| Repairing or voiding an ISA, when required under HMRC rules | £0.00 |
| Same Day Payment Charge | £0.00 |
| Cost of receiving paper statements for a year | £0.00 |
| Is interest of at least 0.5% being paid on cash balances? |