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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 that provides investment platforms. The Company provides investment administration, dealing, and custody services. The Company’s products include AJ Bell Investcentre, AJ Bell, Touch, and Dodl. Its AJ Bell Investcentre is an investment platform proposition for regulated financial advisers and wealth managers, providing a suite of products, services, investment solutions, and online tools to help manage their retail customers’ portfolios. AJ Bell is an investment platform proposition for execution-only retail customers that includes investment solutions through its in-house funds and ready-made portfolios, and guidance via the AJ Bell Favourite funds list. Touch is a streamlined, app-based investment platform proposition, offering advisers a digital service model that expands the range of clients they can service. Its other products include AJ Bell Platinum, AJ Bell Media, and AJ Bell Securities.

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
9/30/20239/30/2023Yes----

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: 413,009,978 (As of 2/1/2024)
Stock Exchange: LON


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Wednesday, April 17, 2024