AJ Bell PLC
AJ Bell PLC
Trading as: AJ Bell Investcentre
#04503206 • Active
B2cServices
AJ Bell is a low-cost, award-winning investment platform that caters to DIY investors with offerings including a variety of investment accounts and funds. They aim to empower users with easy access to financial products and educational resources.
Founded: 05/08/2002
Industries: Activities of head officesOther business support service activities n.e.c.
Website: https://ajbell.co.uk
Phone: Subscribe to view
Email: Subscribe to view
Location: Salford
Products
- Aj Bell Favourite Funds
- Aj Bell Funds
- Aj Bell Responsible Growth Fund
- Aj Bell Starter Portfolios
Services
- Cash Savings Hub
- Dealing Account
- Junior Isa
- Lifetime Isa
- Sipp
Financial Snapshot
Last accounts made up to 30 September 2024
Next accounts due 31 March 2026 (10 months)
Cash in Bank £196.65m
↑ 34%
Turnover £269.44m
↑ 23%
EBITDA £111.05m
↑ 22%
Total Liabilities £70.8m
↑ 28%
Employees 1,460
↑ 6%
Directors
Name | Role | Appointed ↓ | Nationality | Age |
|---|---|---|---|---|
| Julie Chakraverty | Non Executive Director | 01/06/2024 | British | 53 years |
| Fiona Christina Fry | Non Executive Director | 07/12/2023 | British | 65 years |
| Leslie Michael Platts | Non-executive Director | 13/07/2023 | British | 71 years |
| Fiona Jane Clutterbuck | Chair | 01/05/2023 | British | 67 years |
| Peter Michael Birch | Chief Financial Officer | 01/07/2022 | British | 47 years |
| Margaret Grace Hassall | Non Executive Director | 01/09/2021 | British | 64 years |
| Evelyn Brigid Bourke | Non Executive Director | 01/07/2021 | Irish,british | 60 years |
| Eamonn Michael Flanagan | Non Executive Director | 22/03/2018 | British | 62 years |
| Michael Thomas Summersgill | Accountant | 31/05/2011 | British | 41 years |
Role:
Non Executive Director
Appointed:
01/06/2024
Nationality:
British
Age:
53 years
Role:
Non Executive Director
Appointed:
07/12/2023
Nationality:
British
Age:
65 years
Role:
Non-executive Director
Appointed:
13/07/2023
Nationality:
British
Age:
71 years
Role:
Chair
Appointed:
01/05/2023
Nationality:
British
Age:
67 years
Role:
Chief Financial Officer
Appointed:
01/07/2022
Nationality:
British
Age:
47 years
Role:
Non Executive Director
Appointed:
01/09/2021
Nationality:
British
Age:
64 years
Role:
Non Executive Director
Appointed:
01/07/2021
Nationality:
Irish,british
Age:
60 years
Role:
Non Executive Director
Appointed:
22/03/2018
Nationality:
British
Age:
62 years
Role:
Accountant
Appointed:
31/05/2011
Nationality:
British
Age:
41 years
People with Significant Control
| Name | Nature of Control | Notified On | Nationality |
|---|---|---|---|
| Invesco Asset Management Limited | Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent | 06/04/2016 | United Kingdom |
| Andrew James Bell | Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent | 06/04/2016 | British |
Nature of Control:
Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
Notified On:
06/04/2016
Nationality:
United Kingdom
Andrew James Bell
Nature of Control:
Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
Notified On:
06/04/2016
Nationality:
British
Financial Accounts
| Sep 2024 | Sep 2023 | Sep 2022 | |
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Charges
2 charges registered
Bank of Scotland PLC Satisfied
Created 19/02/2008Fixed and floating charge over the undertaking and all property and assets present and future, inclu...
The Governor and Company of the Bank of Ireland Satisfied
Created 05/03/2003All of the undertaking, property assets and rights of the company whatsoever and wheresoever both pr...
Properties
10 properties
Regions
2
Freehold
2
Leasehold
8
WEST MIDLANDS
Units 1 and 3, The Guildhall, 32 Lichfield Road, Sutton Coldfield (B74 2NJ)
Leasehold • B74 2NJ
£499,000
Added 23/03/2016 • BIRMINGHAM
WEST MIDLANDS
Land at the rear of Guildhall, Lichfield Road, Sutton Coldfield (B74 2NJ)
Leasehold • B74 2NJ
Added 23/03/2016 • BIRMINGHAM
NORTH WEST
10 Bridge Street, Darwen, (BB3 2AA)
Freehold • BB3 2AA
£135,000
Added 08/09/2022 • BLACKBURN WITH DARWEN
Grants
No grant information available
Group Structure
INVESCO LTD
Government Council Contracts Beta
No council contracts found
Company Filings
| Date | Category | Description | Document |
|---|---|---|---|
| 29/04/2025 | Capital | Capital Cancellation Shares | View (6 pages) |
| 29/04/2025 | Capital | Capital Return Purchase Own Shares | View (4 pages) |
| 29/04/2025 | Capital | Capital Cancellation Shares | View (6 pages) |
| 24/04/2025 | Capital | Capital Allotment Shares | View (3 pages) |
| 23/04/2025 | Capital | Capital Cancellation Shares | View (6 pages) |
| 23/04/2025 | Capital | Capital Cancellation Shares | View (6 pages) |
| 23/04/2025 | Capital | Capital Return Purchase Own Shares | View (4 pages) |