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AJ Bell's Overview

Total employees1315
HeadquartersSalford
Founded

AJ Bell is a leading UK-based financial services company providing online investment platforms and stockbroker services. It caters to retail investors, financial advisers, and institutional clients, offering a wide range of products including Self-Invested Personal Pensions (SIPPs), Individual Savings Accounts (ISAs), share dealing accounts, and investment funds. The company is known for its user-friendly platforms, competitive pricing, and commitment to empowering individuals to manage their investments. AJ Bell is a publicly traded company listed on the London Stock Exchange (LSE: AJB) and is a constituent of the FTSE 250 Index.

Where is AJ Bell's Headquarters?

HQ Function

Serves as the central hub for AJ Bell's operations, including technology development, customer service, marketing, finance, and corporate strategy for its UK-wide investment platform services.

Notable Features:

Modern office facilities situated in the redeveloped Salford Quays area, offering a contemporary working environment with excellent transport links. Features open-plan layouts, collaborative spaces, and employee amenities designed to foster productivity and well-being.

Work Culture:

AJ Bell promotes a customer-centric and innovative work culture. Employees often describe it as fast-paced and dynamic, with opportunities for growth. There's an emphasis on teamwork, professional development, and adapting to the evolving financial technology landscape.

HQ Significance:

The Salford Quays headquarters centralizes AJ Bell's core UK operations and symbolizes its growth from a small actuarial consultancy to a major FTSE 250 financial services company. Its location in a key northern business hub underscores its national reach.

Values Reflected in HQ: The headquarters' modern infrastructure, strategic location, and focus on providing a productive environment reflect AJ Bell's values of innovation, efficiency, customer focus, and commitment to being a leading player in the UK investment market.

Location:

AJ Bell's operations are predominantly focused on the United Kingdom, serving UK-based clients and financial advisers. While they do not maintain retail operations or offices for direct client service outside the UK, their investment platform allows customers to invest in global markets. Their institutional services may also interact with international entities. However, all core technology, customer support, and regulatory frameworks are primarily geared towards the UK market.

Street Address:

4 Exchange Quay

City:

Salford

State/Province:

Greater Manchester

Country:

United Kingdom

AJ Bell's Global Presence

London, England, United Kingdom

Address: The Value Building, 40 St Thomas Street, London, SE1 9RS

To engage with the London financial markets, institutional clients, media, and tap into the specialist talent pool available in the capital city.

Tunbridge Wells, Kent, United Kingdom

Address: Longford House, 19 Mount Ephraim Rd, Tunbridge Wells, TN1 1EN

Focuses on specialised pension administration and support, leveraging regional expertise in a specific product area.

Bristol, England, United Kingdom

Address: Temple Quay House, Temple Back, Bristol, BS1 6DG

Expands AJ Bell's operational footprint, accessing a different talent pool and providing capacity for growth and business continuity.

Buying Intent Signals for AJ Bell

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of AJ Bell

As of April 2025, AJ Bell' leadership includes:

Michael Summersgill - Chief Executive Officer
Peter Birch - Chief Financial Officer
Andy Bell - Founder & Non-Executive Deputy Chair
Roger Stott - Group Chief Operating Officer
Kevin Doran - Managing Director, AJ Bell Investments & Chief Investment Officer

Investors of AJ Bell

AJ Bell has been backed by several prominent investors over the years, including:

Andy Bell (Founder, significant shareholder)
Baillie Gifford & Co.
Liontrust Asset Management PLC
BlackRock, Inc.
FIL Investment Advisers (UK) Ltd. (Fidelity)
Various other institutional and retail investors via the London Stock Exchange

Executive New Hires/Exits in the Last 12 Months

Hire1
Exits2

Over the past 12 months, AJ Bell has undergone notable board refreshment. Key changes include the appointment of Evelyn Bourke as the new Chair of the Board, succeeding Baroness Helena Morrissey. Les Platts also retired from his board position. These changes reflect the company's ongoing commitment to strong corporate governance and strategic leadership evolution.

Departures

Baroness Helena Morrissey, Baroness Helena Morrissey stepped down as Chair at the AGM after completing her term.
Les Platts, Les Platts retired from the Board at the AGM having served his term as Senior Independent Director.

New Appointments:

Evelyn Bourke, Evelyn Bourke was appointed as Non-Executive Director and Chair Designate in October 2023 and formally became Chair in January 2024.
Fiona Clutterbuck, Fiona Clutterbuck transitioned to the role of Senior Independent Director, having previously served as a Non-Executive Director.

Technology (Tech Stack) used by AJ Bell

Discover the tools AJ Bell uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

AJ Bell Email Formats and Examples

AJ Bell typically utilizes an email format based on employee names, most commonly 'firstname.lastname@ajbell.co.uk'. This structure is standard for many UK corporations, facilitating direct communication. While other formats might exist for specific departments or roles, this is the predominant pattern observed.

firstname.lastname@ajbell.co.uk

Format

michael.summersgill@ajbell.co.uk

Example

85%

Success rate

News and media

AJ Bell PLC (RNS)May 23, 2024

AJ Bell Delivers Strong H1 Performance with Record Customer Growth and Net Inflows

AJ Bell announced robust half-year results to 31 March 2024, reporting a 10% increase in customer numbers to 503,000, record net inflows of £2.9 billion, and a 10% rise in Assets Under Administration (AUA) to £80.3 billion. Revenue increased by 18% to £121.9 million, and profit before tax grew by 27% to £61.4 million....more

AJ Bell PLC (RNS)January 25, 2024

Evelyn Bourke Becomes AJ Bell Chair; Board Changes Announced at AGM

AJ Bell confirmed at its Annual General Meeting that Evelyn Bourke has assumed the role of Chair, succeeding Baroness Helena Morrissey. Additionally, Les Platts retired from the Board, and Fiona Clutterbuck was appointed Senior Independent Director....more

Professional AdviserOctober 5, 2023

AJ Bell Targets 'Lost' Pension Pots with Simplified Service

AJ Bell launched a new service aimed at assisting individuals in locating their lost or forgotten pension pots. The initiative is designed to simplify the process of pension consolidation and management, helping customers gain better control over their retirement savings....more

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