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AJ Bell PLC
4 Exchange Quay
SALFORD, M5 3EE  United Kingdom Ticker: AJBAJB
Business Summary
AJ Bell Plc is a United Kingdom-based company, which provides investment platforms. The Company provides investment administration, dealing and custody services. The Company’s products include AJ Bell Dodl, AJ Bell Investcentre, AJ Bell and Touch. AJ Bell Investcentre is a platform, offering advisers and their clients service, easy-to-use functionality and a comprehensive investment range at competitive prices. Touch by AJ Bell helps advisers to streamline their businesses with investment solutions delivered and managed digitally on their clients’ smartphones. AJ Bell has been providing products and services to make investing easy and affordable. It provides full-service and simplified platform products operating in both the advised and direct to consumer (D2C) markets. Its core products are self-invested personal pension (SIPPs), individual savings account (ISAs) and dealing accounts. Its services include Stocks & shares ISA, Lifetime ISA, Junior ISA, Cash savings hub and others.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
YesYes-----

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
3/31/20249/30/2023Yes----

Industries
SIC Code Description
6282 Investment advice
8741 Management services
6211 Security brokers, dealers, and flotation companies

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Non-Executive Independent Chairman of the Board Fiona J.Clutterbuck 66 5/1/2023 5/1/2023
Chief Executive Officer, Executive Director MichaelSummersgill 10/1/2022 5/1/2011
Chief Financial Officer, Executive Director PeterBirch 7/1/2022 7/1/2022
11 additional Officers and Directors records available in full report.

Business Names
Business Name
Ad Alpha Solutions
Adalpha
AJ Bell Asset Management Limited
14 additional Business Names available in full report.

General Information
Number of Employees: 1,373 (As of 9/30/2023)
Outstanding Shares: 413,044,826 (As of 5/31/2024)
Stock Exchange: LON


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Monday, December 2, 2024