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AJ Bell Investcentre

AJ Bell Investcentre is the AJ Bell offering for financial advisers. AJ Bell started life as a Sipp specialist but developed the service into a full-blown adviser platform. Though it still retains its Sipp capabilities, the service now includes a broad range of products and investments allowing it to serve a wide range of advised clients.

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Available products & wrappers

General investments	ISAs	Lifetime ISAs	Junior ISAs	Pensions & SIPPs	Junior Pensions & SIPPs	Onshore bonds	Offshore bonds	Other

						Third-party	Third-party

Available investments

UK funds	Offshore funds	ETFs	ITs	Equities	Bonds	Other

						ETCs, permanent interest bearing shares (PIBS), warrants, covered warrants.

Table of charges

	Platform charges	Product charges	Other charges
£0-£500k	0.20%
£500k-£1m	0.175%
£1m-£1.5m	0.15%
£1.5m-£2m	0.075%
£2m+	0.00%
Sipp (£0-£100k)		£200 per year + VAT
Sipp (£100k-£200k)		£240 per year + VAT
Sipp (£200k+)		£280 per year + VAT
Dealing fee			£3.95 per trade

Research, tools and information

Tools and data

AJ Bell’s Investcentre comes with a broad range of tools and analytical capability. These include a cash management tool, CGT calculator and transaction histories. It offers bulk dealing, and model portfolio rebalances can be scheduled or done ad-hoc. It enables adviser charging in customisable groups and tiers. In terms of investment choice, there is a portfolio x-ray tool along with a wide range of investment research and analysis capability. The service has a dedicated client portal and is also available on mobile.