AJ Bell Asset Management Limited

Reference number: 774048

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Scammers have impersonated this firm. The FCA has published 2 warnings naming the fake phone numbers, emails and websites they used. See the warnings →

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When ajbell.co.uk first appeared online, and whether it can receive email
  • What kind of line 0345 408 9100 is, and the 2 other firms that give it
  • Who else gives the postcode M5 3EE
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • AJ Bell Investments Trading name
  • AJBI Trading name

Warning

Scammers have impersonated this firm

Fraudsters have used this firm's name or details with their own contact information to appear genuine. Check whatever you were given below, and against the firm's real details above.

Fake phone numbers (4)
  • 0161 818 2223
  • 0161 818 8724
  • 020 8133 4655
  • 07788 730603
Fake email addresses (7)
  • compliance@ajbell.cc
  • compliance@ajbell.co
  • leon@aj-bell.org.uk
  • leon@ajbell.cc
  • leon@ajbell.co
  • leon@ajbell.org.uk
  • phil.hawkins@ajbell.cc
The 2 FCA warnings these came from

Scammers change these details often. Always check the live FCA warning.

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

The clone warnings above are scammers using this firm's name, not something the firm has done.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
09742568
Company status
Active
Company type
Private limited company
Incorporated
20 August 2015 (11 years old)
Registered office
4 Exchange Quay, Salford Quays, Manchester, M5 3EE, England
Nature of business
  • Activities of open-ended investment companies (SIC 64304)
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Michael Thomas Summersgill Director Dec 1983 20 Aug 2015 21 other companies
Mohamed Tagari Director May 1979 1 Nov 2019 16 other companies
Karen Goodman Director Dec 1986 20 Sep 2021 13 other companies
Peter Michael Birch Director Apr 1978 1 Jul 2022 17 other companies
Kina Sinclair Director Jun 1991 1 Oct 2023 16 other companies
Charles Alan Musson Director Jan 1974 22 May 2024 14 other companies
Ryan David Hughes Director Jun 1977 10 Oct 2024 13 other companies
Stephen Eliott Vowles Director Jul 1967 1 Jan 2025 16 other companies
Annie Hale Director Jul 1980 7 Sep 2026 8 other companies
Kina Sinclair Secretary Not published 1 Nov 2024 –

Other companies run by these 9 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
26
closed down
5
are FCA-registered
2

In the full report: all 26 companies, named

  • What each company does, and whether it is still trading
  • Which of these 9 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 on the FCA register
  • The 21 companies these 9 directors run together
  • All 19 people who have ever been directors, with their dates
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Key dates in its history

AJ Bell Asset Management’s history from the FCA register and Companies House, newest first.

Key events (6) All events (39)

2020

20 May 2020

  • FCA warned the public about a scam impersonating this firm

FCA warning list

2017

7 November 2017

  • Regulated by the FCA from this date
  • FCA imposed a requirement (May control but not hold client money)
  • Became authorised by the FCA

FCA register

2016

6 April 2016

  • Aj Bell PLC took control (75–100% of shares)

Companies House

2015

20 August 2015

  • Incorporated at Companies House

Companies House

In the full report: all 39 events

  • All 39 events in its history (6 shown here)
  • Every director appointment and resignation: 29
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Firms connected to AJ Bell Asset Management

Other FCA-listed firms that share a director, phone number or address with AJ Bell Asset Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
share a director
2
share its phone number
2

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (2), the same phone number (2), the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like AJ Bell Asset Management

Other firms of the same type (investment or fund manager), nearest first.

In Salford

Ascencia Investment Management LimitedSalfordAuthorised

In the Manchester (M) postcode area

Interactive Investor Services LimitedManchesterAuthorisedArnold Stansby & Co. LimitedManchesterAuthorisedArtorius Wealth Management LimitedManchesterAuthorisedBlankstone Sington LimitedManchesterAuthorisedCastlefield Investment Partners LLPManchesterAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on AJ Bell Asset Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 26 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 39 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is AJ Bell Asset Management Limited FCA authorised?
Yes, AJ Bell Asset Management Limited (FRN 774048) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2017 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is AJ Bell Asset Management’s phone number and website?
The FCA register lists the phone number 0345 408 9100 and the website ajbell.co.uk for AJ Bell Asset Management. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 2 other FCA firms.
Is AJ Bell Asset Management a scam or clone?
Scammers have impersonated AJ Bell Asset Management: the FCA has published 2 warnings about fake versions of it, using contact details that are not the firm's. Only trust the details the FCA register gives for AJ Bell Asset Management, shown on this page.
Is my money safe with AJ Bell Asset Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about AJ Bell Asset Management to the Financial Ombudsman Service, free of charge.
Who owns AJ Bell Asset Management?
AJ Bell Asset Management is owned by Aj Bell PLC, which holds 75–100% of shares and 75–100% of votes, since 6 April 2016.
Who runs AJ Bell Asset Management?
Companies House lists 9 directors of AJ Bell Asset Management: Michael Thomas Summersgill, Mohamed Tagari, Karen Goodman, Peter Michael Birch, Kina Sinclair, Charles Alan Musson and 3 more.
How long has AJ Bell Asset Management been in business?
The company was formed on 20 August 2015, and has held its current FCA authorisation since November 2017.
Does AJ Bell Asset Management use any other names?
It trades as AJ Bell Investments and AJBI.

Sources and links

The full report on AJ Bell Asset Management Limited

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