AJ Bell

AJ Bell is a self-directed platform. The comparison records the service as a UK self-directed investment platform. Account types in the reviewed material: ISA, SIPP, Dealing account, Lifetime ISA, Junior accounts.

Recorded investment access covers Shares, Funds, ETFs, Investment trusts and Other listed investments. International securities are supported; account cash is held in sterling and foreign transactions are converted. Multi-currency support is recorded as no – sterling cash only on the reviewed FAQ. Not a core proposition on the reviewed pages. For a client who may change country, those fields matter because market access, currency and product range are recorded separately and do not automatically travel with the client.

The AJ Bell group also offers investment solutions; the main retail platform is self-directed. A direct platform account is structurally different from a wealth manager that agrees a mandate, and from an adviser or broker that introduces the client to another firm. The client deals with the platform named here.

UK-centric, but public help content confirms overseas residents can be accepted in some circumstances, and non-UK-resident account and transfer scenarios are supported. Overseas-resident servicing exists for some account types. Exact eligibility and bank-payment restrictions need confirmation for the individual case. Product availability, the contracting entity, regulation, account eligibility, currency handling, fees, custody and investor protection can differ by country. Those points sit in the questions below rather than being treated as settled by this profile.