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I am a financial adviser aj bell investcentre is an award winning low cost platform that helps you invest in a sipp isa lifetime isa junior isa or gia on behalf of your clients.
Aj bell login adviser. This heightened regulatory focus. Before using our platform you should first read our adviser handshake. If you have a financial adviser and are looking for a low cost way to invest for your future aj bell investcentre has been designed with you in mind. The aj bell investcentre lisa offers advisers and their clients access to the platforms full range of investments which includes over 4 000 clean share classes as well as the.
Fca firm reference. The value of your investments can go down as well as up and you may get back less than you originally invested. Aj bell has launched a stocks and shares lifetime isa lisa for clients of financial advisers via the aj bell investcentre platform. This area of the website is intended for financial advisers and other financial professionals only.
When you are ready to register you can do so by entering your fca firm reference number below. Aj bell is only the second adviser platform to offer a lisa. We don t offer advice so it s important you understand the risks if you re unsure please consult a suitably qualified financial adviser tax treatment depends on your individual circumstances and rules may change. Helping your clients invest in the life they want to live.
The fca s thematic review tr 16 1 in 2016 shone a spotlight on the quality of due diligence carried out by adviser firms on platforms. This area of the website is intended for financial advisers and other financial professionals only. Check the current value of their portfolio s access information on the underlying investments on aj bell s funds shares service view their cash statement and transaction history. I want to manage my own.
If you are a customer of aj bell investcentre please click go to the customer area below. The client view section of the platform enables advisers clients to log in to their aj bell accounts and. We will remember your preference so you should only be asked to select the appropriate website once per device. Once you are registered we will email you a username and password.
If you are a customer of aj bell investcentre please click go to the customer area below.
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