Financial advice is a personalised recommendation from a qualified, regulated professional. It’s based on your circumstances, goals and attitude to risk. Actual financial advice is different from general information or guidance on investing. This can help you understand your options but doesn’t tell you what you should do with your money.
Make informed financial decisions Understand your options and get a clear plan for making the most of your money, both now and in the future.
Plan for your financial future Build a plan around your long-term goals, including retirement, and understand how much you may need to support the lifestyle you want.
Make the most of your money Review your pensions, investments and savings, while making the most of the tax allowances and reliefs available to you.
Feel confident about your finances Get guidance through major life events – such as retirement, inheritance, divorce or selling a business – and reassurance during periods of market uncertainty.
Does AJ Bell offer financial advice?
AJ Bell provides execution-only investment services. This means we don't give personal financial advice and only give you the platform and tools to invest. We can, however, help you understand the different types of support available and, if you would like, help you connect with a financial advice firm.
If you choose to speak to an adviser, the adviser will explain the service they offer, the costs involved, and whether they believe they can help. You're under no obligation to proceed.
Why AJ Bell provides information about financial advice
AJ Bell is committed to helping investors make informed decisions about their finances. As part of this, we provide information about financial advice and where it can be accessed.
We recognise that some people may reach points where financial decisions become more complex and may benefit from additional support. By helping understand their options and pointing them towards appropriate guidance and advice, we aim to support good outcomes and help customers access the level of support that is right for their circumstances.
Request an introduction to a financial adviser
Complete this short form if you'd like AJ Bell to introduce you to a financial advice firm.
We’ll use the information you provide to understand your circumstance and, if you give permission, share it with the advice firm we believe is best placed to help. Submitting this form does not commit you to taking financial advice.