Regulatory complaints data

We strive to provide an excellent level of service, and always welcome any feedback or suggestions on how we can improve.

If you have a specific complaint, please get in touch with us in any of the following ways:

AJ Bell
4 Exchange Quay
Salford Quays
M5 3EE

Tel: 0345 40 89 100


If you choose to make a formal complaint, we will ensure that it is investigated thoroughly, and is resolved well within the eight-week benchmark timeframe set by the Financial Conduct Authority (FCA).

The data report below shows the number of complaints we received and closed from 1 October 2021 to 31 March 2022. This data is published in a format suggested by the FCA.

Complaints publication report

Firm name: AJ Bell Management Limited

Group: AJ Bell plc

Period covered in this report: 1 October 2021 to 31 March 2022

Brands/trading names covered: AJ Bell Investcentre, AJ Bell Youinvest

  Number of complaints opened by volume of business          
Product/Service grouping Provision (at reporting period end date) Number of complaints opened Number of complaints closed Percentage closed within 3 days Percentage closed after 3 days but within 8 weeks Percentage upheld Main cause of complaints opened
Decumulation and pensions 2.69 per 1,000 policies in force 489 587 38.50% 51.28% 46% Delays/Timescales
Banking and credit cards 17.09 per 1,000 accounts 14 15 46.67% 46.67% 46.67% Delays/Timescales
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