AJ Bell PLC Logo


ISIN: GB00BFZNLB60 | Ticker: AJB | LEI: 213800VNKA7DPWXWJJ36
Country: United Kingdom

About AJ Bell PLC

Company Description

AJ Bell PLC is a UK-based investment platform that provides a range of investment products and services to retail customers, financial advisers, and institutional clients. Founded in 1995, the company has grown to become one of the largest investment platforms in the UK, with over 262,000 customers and £57.1 billion in assets under administration as of December 2020.

AJ Bell offers a wide range of investment options including shares, funds, investment trusts, and exchange-traded funds (ETFs). The company also provides pension services, tax-efficient investment products such as ISAs and Junior ISAs, and a range of tools and features to help customers manage their investments effectively.

Year founded


Served area

United Kingdom




4 Exchange Quay, Salford Quays, M5 3EE Manchester – United Kingdom

Financial statements

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Line item in (gbp) 01.10.2020 01.10.2021 01.10.2022
Assets N/A 162,142,000.00 165,482,000.00
Noncurrent Assets N/A 30,621,000.00 31,978,000.00
Property Plant And Equipment N/A 3,351,000.00 3,325,000.00
Goodwill N/A 6,991,000.00 6,991,000.00
Intangible Assets Other Than Goodwill N/A 6,014,000.00 8,779,000.00
Deferred Tax Assets N/A 940,000.00 610,000.00
Current Assets N/A 131,521,000.00 133,504,000.00
Trade And Other Current Receivables N/A 37,462,000.00 49,436,000.00
Cash and cash equivalents 86,384,000.00 94,008,000.00 84,030,000.00
Equity 109,466,000.00 130,708,000.00 133,394,000.00
Issued Capital N/A 51,000.00 51,000.00
Retained Earnings N/A 122,739,000.00 124,886,000.00
Share Premium N/A 8,658,000.00 8,930,000.00
Treasury Shares N/A 740,000.00 473,000.00
Liabilities N/A 31,434,000.00 32,088,000.00
Noncurrent Liabilities N/A 15,435,000.00 14,399,000.00
Noncurrent Provisions N/A 1,549,000.00 2,004,000.00
Current Liabilities N/A 15,999,000.00 17,689,000.00
Current Provisions N/A 1,526,000.00 519,000.00
Trade And Other Current Payables N/A 12,765,000.00 15,604,000.00
Line item in (gbp) 01.10.2020/
Revenue 145,826,000.00 163,847,000.00
Profit Loss From Operating Activities 55,851,000.00 58,981,000.00
Finance Costs 790,000.00 768,000.00
Profit Loss Before Tax 55,084,000.00 58,411,000.00
Income Tax Expense Continuing Operations 11,262,000.00 11,672,000.00
Profit (loss) 43,822,000.00 46,739,000.00
Profit Loss Attributable To Owners Of Parent 43,822,000.00 46,739,000.00
Line item in (gbp) 01.10.2020 01.10.2021 01.10.2022
Profit (loss) N/A 43,822,000.00 46,739,000.00
Adjustments For Income Tax Expense N/A 11,262,000.00 11,672,000.00
Adjustments For Finance Costs N/A 790,000.00 768,000.00
Adjustments For Depreciation And Amortisation Expense N/A 3,623,000.00 3,643,000.00
Adjustments For Provisions N/A -69,000.00 -1,007,000.00
Adjustments For Sharebased Payments N/A 4,952,000.00 4,728,000.00
Cash Flows From Used In Operations N/A 56,131,000.00 57,231,000.00
Interest Paid Classified As Operating Activities N/A 1,000.00 0.00
Income Taxes Paid Refund Classified As Operating Activities N/A 11,455,000.00 11,433,000.00
Cash Flows From Used In Operating Activities N/A 44,675,000.00 45,798,000.00
Cash Flows Used In Obtaining Control Of Subsidiaries Or Other Businesses Classified As Investing Activities N/A 2,561,000.00 0.00
Purchase Of Property Plant And Equipment Classified As Investing Activities N/A 1,174,000.00 1,014,000.00
Purchase Of Intangible Assets Classified As Investing Activities N/A 2,370,000.00 2,365,000.00
Interest Received Classified As Investing Activities N/A 23,000.00 198,000.00
Cash Flows From Used In Investing Activities N/A -6,082,000.00 -3,181,000.00
Proceeds From Issuing Shares N/A 199,000.00 272,000.00
Payments Of Lease Liabilities Classified As Financing Activities N/A 1,241,000.00 1,716,000.00
Dividends Paid Classified As Financing Activities N/A 29,138,000.00 50,383,000.00
Interest Paid Classified As Financing Activities N/A 789,000.00 768,000.00
Cash Flows From Used In Financing Activities N/A -30,969,000.00 -52,595,000.00
Increase (decrease) in cash and cash equivalents after effect of exchange rate changes N/A 7,624,000.00 -9,978,000.00
Cash and cash equivalents 86,384,000.00 94,008,000.00 84,030,000.00

Please note that some sums might not add up.

Filings & Publications


Consolidated Report
Corporate Governance Report
Company Presentation
Sustainability Report
Remuneration Report

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