AJ Bell Management Limited

Reference number: 211468

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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 (9)

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

  • AJ Bell Trading name
  • AJ Bell Dodl Trading name
  • AJ Bell Investcentre Trading name
  • AJ Bell Touch Trading name
  • Sippdeal Limited Former name
  • AJ Bell Platinum Former trading name
  • AJ Bell Youinvest Former trading name
  • Dodl by AJ Bell Former trading name
  • Touch by AJ Bell Former trading name

FCA permissions and consumer protection

  • Account information No FSCS cover
    This firm does not hold or move your money, it only reads your account data with your permission. There are no customer funds to safeguard and FSCS protection does not arise. You can still complain about how it handled your data.
  • 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.
  • 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 (5 permissions)
  • 8. Account information services
  • Arranging (bringing about) deals in investments
  • Dealing in investments as principal
  • Establishing/operating/winding up a personal pension scheme
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • Control client money for Personal Pension Schemes
    Permitted to control client money only in respect of the personal pension scheme(s) that the firm operates.

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.

Companies House record

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

Company number
03948391
Company status
Active
Company type
Private limited company
Incorporated
15 March 2000 (26 years old)
Registered office
4 Exchange Quay, Salford Quays, Manchester, M5 3EE, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Michael Thomas Summersgill Director Dec 1983 31 May 2011 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 28 people who have ever been directors, with their dates
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Key dates in its history

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

Key events (8) All events (71)

2020

4 December 2020

  • Changed its registered name from "A J Bell Management Limited"

FCA register

2016

6 April 2016

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

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2007

11 April 2007

  • Changed its registered name from "Sippdeal Limited"

FCA register

13 March 2007

  • FCA imposed a requirement (Control client money for Personal Pension Schemes)

FCA register

2002

1 October 2002

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2000

15 March 2000

  • Incorporated at Companies House

Companies House

In the full report: all 71 events

  • All 71 events in its history (8 shown here)
  • Every director appointment and resignation: 49
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Firms connected to AJ Bell Management

Other FCA-listed firms that share a director, phone number or address with AJ Bell 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 Management

Other firms of the same type (payment or money transfer firm), nearest first.

In Salford

UK Exchange LimitedSalfordAuthorisedUK Frontier LtdSalfordRegistered

In the Manchester (M) postcode area

Ace Money Transfer LimitedManchesterAuthorisedHammock Financial Services LtdManchesterRegisteredAce Union LimitedManchesterAuthorisedBayze Trading LtdManchesterRegistered

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 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 71 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 Management Limited FCA authorised?
Yes, AJ Bell Management Limited (FRN 211468) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2002 and works as a payment or money transfer firm. The FCA has placed a limit on what it may do.
What is AJ Bell 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 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 Management a scam or clone?
AJ Bell Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with AJ Bell 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 Management to the Financial Ombudsman Service, free of charge.
Who owns AJ Bell Management?
AJ Bell Management is owned by A J Bell PLC, which holds 75–100% of shares and 75–100% of votes, since 6 April 2016.
Who runs AJ Bell Management?
Companies House lists 9 directors of AJ Bell Management: Michael Thomas Summersgill, Mohamed Tagari, Karen Goodman, Peter Michael Birch, Kina Sinclair, Charles Alan Musson and 3 more.
How long has AJ Bell Management been in business?
The company was formed on 15 March 2000, and has held its current FCA authorisation since October 2002.
Does AJ Bell Management use any other names?
It trades as AJ Bell, AJ Bell Dodl, AJ Bell Investcentre and AJ Bell Touch. It has previously used 5 other names, including Sippdeal Limited, AJ Bell Platinum and AJ Bell Youinvest.

Sources and links

The full report on AJ Bell Management Limited

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