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We make sure our charges are highly competitive and completely transparent. We provide access to a range of products and pricing options that allow for a wide range of client scenarios. CHARGES – SIPP, ISA OR GIA
There is no charge payable to AJ Bell for managing your portfolio. Charges apply to the underlying funds and details of these charges can be found on the fund factsheets
AJ Bell Investcentre is only available through financial advisers, but we never forget whose money is being invested and how hard you have worked for it. To help you benefit more from the money you invest, we always strive to keep our charges as low as possible. CHARGES – SIPP, ISA OR GIA.
Calculate and compare my charges. Our low charges help you keep more of the money you make. Use the calculator below to estimate your charges for each account. Please choose one of the accounts below and use the sliders or enter the value of shares and funds you hold. 1.
The investments you choose may have their own charges, such as charges from a fund manager. These are in addition to our account charges. You can learn more by reading the investment’s key investor information document. We’ll automatically take all account charges from your ISA monthly.
The investments you choose may have their own charges, such as charges from a fund manager. These are in addition to our account charges. You can learn more by reading the investment’s key investor information document. We’ll automatically take all account charges from your SIPP monthly.
Tiny charges deserve a closer look. Examine the AJ Bell Funds range now or reach out to our team of professionals to learn more.
Apr 5, 2024 · AJ Bell has introduced a lower charge on its platform for people with assets between £500,000 and £1mn. AJ Bell has also increased the interest paid on cash held by clients, with the changes...
Apr 5, 2024 · AJ Bell Investcentre has reduced annual custody charges on its platform for investing via its funds and shares services, alongside increasing the interest rates paid on cash balances.
1. Charges. All charges listed are efective from 10 June 2022. Additional notes 5, 6 and 7 relate exclusively to the charges and rates sections of the same name. For the current interest rate on cash balances, please see here. AJ Bell receives payments from banks based on the aggregate cash balances held across all accounts.
