Financial Services
AJ Bell is a UK investment platform serving both self-directed investors and financial advisers. It provides dealing, ISA and pension accounts alongside investment products, with revenue linked to customer growth, assets on platform, dealing activity and interest earned on client cash.
Operates direct-to-consumer and advised investment platforms, provides SIPPs, ISAs and dealing accounts, and manages AJ Bell-branded funds and investment solutions.
The UK retail savings and investment market, serving individual investors, financial advisers and their clients. Its main competition comes from other platforms, wealth managers and online brokers.
New customer acquisition, net inflows, assets under administration, stock-market levels, investment-management assets, dealing activity, platform pricing, interest rates and efficiency from technology and scale.
Market falls, weaker net inflows, fee competition, regulatory intervention, technology or cyber disruption, reduced income on client cash as interest rates change and reputational damage from service failures.
21 May 2026: interim results reported revenue up 19% to £183m, underlying profit before tax up 15% to £79m and record net inflows of £4.2bn, alongside strong customer additions and growth in platform assets.
Pays ordinary dividends twice yearly. The FY2025 final dividend of 9.75p went ex-dividend on 15 January 2026 and was paid on 13 February. The FY2026 interim dividend of 5.00p went ex-dividend on 4 June and was paid on 26 June.
The complete 350 Trade Book — 350 leading UK-listed companies, presented in one consistent working reference.