565.50p
-1.91%
Close of 9 Nov 2026, in pence
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About AJ Bell
Its shares trade on LSE under the ticker AJB.L. It has been listed since 7 December 2018. In the fiscal year to 30 September 2025, it reported revenue before interest expense of £317.8m and net income of £105.1m. At that date it held total assets of £303.1m and shareholders' equity of £217.5m.
AJ Bell Plc engages in the provision of investment platforms. The company is headquartered in Salford, Greater Manchester. The company went IPO on 2018-12-07. The Company’s flagship platform includes AJ Bell Investcentre and AJ Bell Youinvest. The company offers self-invested personal pension (SIPP), individual savings account (ISA) and general investment/dealing accounts. The company offers access to a broad range of investments, including shares and other instruments traded on the stock exchanges around the world, as well as all mainstream collective investments available in the United Kingdom and a range of in-house investment solutions. AJ Bell Investcentre provides regulated financial advisers and wealth managers with a suite of online tools to help manage their retail clients’ portfolios. AJ Bell Youinvest is a direct to consumer (D2C) retail investment platforms. The Company’s non-platforms services include AJ Bell Platinum, AJ Bell Securities stockbroking and White label SIPP administration.
Figures and description from our data supplier, not checked against the company's own report.
Company facts
- Sector
- Financials
- Industry
- Capital Markets
- Listed since
- 7 Dec 2018
- Employees
- 853
- Website
- ajbell.co.uk ↗
Leadership
Pay as last reported
- Ms. Fiona ClutterbuckNon-Executive Independent Chairman of the Board£227,000
- Mr. Michael SummersgillChief Executive Officer, Executive Director, since 2011£2.1m
- Mr. Peter BirchChief Financial Officer, Executive Director, since 2022£1.5m
- Mr. Mo TagariChief Technology Officer, Member of the Executive Management Board
- Ms. Karen GoodmanChief Risk Officer, Member of the Executive Management Board
- Mr. Billy MackayManaging Director - Advised, Member of the Executive Management Board
- Mr. Charlie MussonManaging Director, D2C
- Mr. Liz CarringtonHuman Resources Director, Member of the Executive Management Board
- Ms. Kina SinclairGroup Legal Director, Member of the Executive Management Board, Company Secretary
- Mr. Leslie PlattsNon-Independent Non-Executive Director£60,000
- Ms. Evelyn BourkeSenior Non-Executive Independent Director£73,000
- Ms. Julie ChakravertyNon-Executive Independent Director£20,000
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 51
- Environment
- 27
- Social
- 70
- Governance
- 56
- Direct emissions (scope 1)
- 182 t
- Energy emissions (scope 2)
- 139 t
- Value chain emissions (scope 3)
- 6,968 t
- Women in the workforce
- 40%
- Carbon reduction policy
- Yes
- Human rights policy
- Yes
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- AJ Bell PLC has a strong market presence in the investment management industry, supported by its established brand and reputation.
- The company enjoys a diversified customer base, ranging from individual investors to financial advisors and institutions, providing a stable source of revenue.
- AJ Bell PLC has a robust and scalable technology platform, allowing for efficient operations and enhanced customer experience.
Weaknesses
- The company relies heavily on the UK market, making it susceptible to fluctuations in the domestic economy and regulatory changes.
- AJ Bell PLC's success is dependent on retaining and attracting skilled professionals in the investment management sector, which may pose challenges in a competitive hiring market.
- The company faces intense competition from both traditional financial institutions and emerging fintech startups, putting pressure on fees and profitability.
Opportunities
- AJ Bell PLC can capitalize on the increasing demand for digital investment platforms, as more individuals seek convenient and low-cost ways to manage their investments.
- Expanding into international markets presents growth opportunities for the company, helping to diversify revenue streams and reduce reliance on the UK market.
- The growing trend towards responsible and sustainable investing provides a chance for AJ Bell PLC to develop and offer tailored products and services catering to this market segment.
Threats
- Uncertainty surrounding Brexit and potential changes in financial regulations could impact AJ Bell PLC's business operations and cross-border activities.
- Market volatility and economic downturns pose risks to the company's assets under management and investment returns, which may affect customer confidence and loyalty.
- Continued advancements in technology may lead to increased competition and disruption in the investment management industry, requiring AJ Bell PLC to adapt and innovate consistently.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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