ISA Investor

Broker review

AJ Bell

Logo Official website Year founded: 1995

Fees

Platform fee 0.25% for shares/funds in ISA; shares capped at £3.50/month
Share dealing £5 online share/ETF deal
Fund dealing £1.50 fund deal
FX fee Tiered, starting at 0.75%
Exit fee No charge to transfer out in cash; in-specie transfer charges may vary
Inactivity fee Pending
Regular investment fee £1.50

Investment universe

UK stocks ✓
US stocks ✓
International stocks ✓
ETFs ✓
Investment trusts ✓
Funds/OEICs ✓
Bonds/gilts ✓
Fractional shares ✗
Options/derivatives ✗
Crypto ✗

Platform features

Mobile app

Yes

Web platform

Yes

Advanced charting

No

Order types

market, limit, stop

Research provided

Yes

Customer service

phone, secure_message

Factual pros

  • Offers shares, funds, ETFs, investment trusts and bonds in an ISA
  • Share custody charge is capped monthly
  • Regular investment dealing charge is lower than standard share dealing charge

Factual cons

  • Percentage custody fee applies to ISA assets
  • Standard share deals are not commission-free
  • Fractional shares are not offered

Sam's review

AJ Bell is a UK investment platform offering an execution-only Stocks & Shares ISA, dealing account and pensions. The main AJ Bell platform supports funds, listed shares, ETFs, investment trusts and bonds. Its ISA uses a percentage custody fee with caps for listed securities and separate dealing charges. Service is delivered through web and mobile platforms.

Sam’s review goes here.

Sources