AJ BELL PLC

Company number 04503206 ·

Active

Executive summary

AJ Bell PLC operates as a scaled, publicly listed challenger within the UK retail investment platform sector, leveraging a low-cost proposition to capture market share in both the D2C and intermediary channels. The company benefits from strong structural tailwinds in pension consolidation and a dual-channel revenue model, though it remains exposed to sector-wide fee compression and the regulatory pressures of the FCA's Consumer Duty framework. With significant backing from its founder and Invesco, AJ Bell is well-capitalized to navigate market volatility and sustain its competitive positioning against both premium incumbents and digital disruptors.

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Overview

Company type
Public Limited Company
Incorporated
2002-08-05
Registered office
4 Exchange Quay, Salford Quays, Manchester, England, M5 3EE
Postcode
M5 3EE
Capital
49 GBP
Accounts category
Group
Charges
2 outstanding

Accounts

Last made up to
2025-09-30
Next due by
2027-03-31
Financial year end
30 September

Confirmation statement

Last statement dated
2026-03-01
Next due by
2027-03-15
View filing history →

Nature of business (SIC)

  • 70100 Activities of head offices
  • 82990 Other business support service activities not elsewhere classified

Officers 10 current · 20 resigned

Appointed 2026-05-01
Kina SINCLAIR Secretary
Appointed 2024-11-01
Appointed 2024-06-01
Appointed 2023-12-07
Appointed 2023-07-13

View all officers and resignations →

Group structure 11 subsidiaries

Controlled by INVESCO ASSET MANAGEMENT LIMITED — since 2016-04-06

From persons-with-significant-control filings on the public register.

Licensed visa sponsor

Licensed by the Home Office to sponsor worker visas: Skilled Worker (Worker (A rating)).

Matched by registered name to the register of licensed sponsors (Home Office, updated daily) — check the register itself before relying on it. Contains public sector information licensed under the Open Government Licence v3.0.

Data protection registration

Registered with the ICO as a data protection fee payer — Z8954755 (Tier 3), registered since 2005.

Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.

Gender pay gap

17.1%

Women's median hourly pay below men's, 2025/26 · around the middle of the pack for parity

View pay gap →

Contact details

Website
ajbell.co.uk
Phone
03455432600

AJ Bell is a low-cost, award-winning investment platform for the DIY investor. Learn more about our SIPP, Stocks and shares ISA, Junior ISA and Dealing account.

Previous company names

NameDate changed
AJ BELL LIMITED2018-11-16
AJ BELL HOLDINGS LIMITED2018-11-14
A J BELL HOLDINGS LIMITED2013-04-11

Previous registered addresses 3

AddressChanged on
TRAFFORD HOUSE, CHESTER ROAD, MANCHESTER, M32 0RS2017-05-02
CASTLE CHAMBERS, 43 CASTLE STREET, LIVERPOOL, L2 9TL2003-11-14
SUITE 17 CITY BUSINESS CENTRE, LOWER ROAD, LONDON, SE16 2XB2002-08-13

Among its peers

Among the oldest 25%

of 540 similar companies in M, trading since 2002

The class of 2002

43%

of the 1,402 companies in this sector incorporated in 2002 are still active today; 55% have since been dissolved.

A fact about the year, not a forecast for this company.

Survival rates for every incorporation year →

Property in England & Wales 10 titles

Freehold
2
Leasehold
8
Most recent registration
2022-09-08
Price paid, where recorded
£1,344,000
Where
Merseyside (6), West Midlands (2), Blackburn With Darwen (1)
Title numberCounty Tenure RegisteredPrice paid
LA915701 Blackburn With Darwen Freehold 2022-09-08 £135,000
MS696708 Merseyside Leasehold 2022-04-04 £125,000
MS696478 Merseyside Leasehold 2022-03-23 £140,000
MS660090 Merseyside Leasehold 2018-09-03 £300,000
MS640074 Merseyside Leasehold 2017-01-26 £55,000
MS633211 Merseyside Leasehold 2016-06-09 £90,000
MS631176 Merseyside Leasehold 2016-04-11
WM507885 West Midlands Leasehold 2016-03-23 £499,000
WM509801 West Midlands Leasehold 2016-03-23
LA613900 Lancashire Freehold 2011-12-07

For addresses and the authoritative register entry, use HM Land Registry's official search (£3 per title).

Information produced by HM Land Registry. © Crown copyright 2026. Dataset as at 2026-08.