AJ Bell Holdings Limited

AJ Bell is a UK-based company that operates in the financial services sector, providing online investment platforms and stockbroker services. The company serves a wide range of clients, including retail investors through its direct-to-consumer (D2C) platform, AJ Bell Youinvest, and financial advisers through its AJ Bell Investcentre platform. This dual-market approach allows the company to capture a significant share of both the advised and non-advised investment markets in the UK.

The company's business model is centered on providing a comprehensive suite of investment products and services. These include Self-Invested Personal Pensions (SIPPs), Individual Savings Accounts (ISAs), and general investment accounts. AJ Bell generates revenue through a combination of administration fees, transaction fees, and interest income on client cash balances. The company's growth strategy focuses on expanding its customer base and assets under administration by offering a user-friendly platform, competitive pricing, and a wide range of investment options.

Keywords: investment platform, stockbroker services, financial services, D2C, advised market, SIPP, ISA, wealth management, retirement, investments