AJ Bell Management Limited

• Principal Place of Business

  4 Exchange Quay

  Salford

  Greater Manchester

  M5 3EE

  UNITED KINGDOM

  Phone

  +4403454089100

  Web

  https://www.ajbell.co.uk

• Complaints Contact

  4 Exchange Quay

  Salford

  Greater Manchester

  M5 3EE

  UNITED KINGDOM

  Phone

  +4403454089100

• Open Banking

• Authorised to Operate

  For Professional, Retail (Investment)

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Structured Deposits, Unit, Warrant

  Show 2 limitations Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • · In respect of the firm's Personal pension scheme business, the firm is limited to carrying on this activity in the rights under the personal pension scheme(s) that it operates.

• Trades With You Directly

  For Professional, Retail (Investment), Personal pension scheme, Rights to or interests in investments (Security)

  Show 1 limitation Hide limitations

  • · In respect of the firm's Personal pension scheme business, the firm is limited to carrying on this activity in the rights under the personal pension scheme(s) that it operates.

• Runs Personal Pensions

  For Professional, Retail (Investment)

• Investment Setup

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Structured Deposits, Unit, Warrant

  Show 2 limitations Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • · In respect of the firm's Personal pension scheme business, the firm is limited to carrying on this activity in the rights under the personal pension scheme(s) that it operates.

• Adam Richard Marshall

  IRN AXM00568

  • [FCA CF] Manager of certification employee (since 1 Oct 2025)
  • [FCA CF] Significant management (since 9 Dec 2019)
• Alan James Merrie

  IRN AXM01166

  • [FCA CF] Material risk taker (since 1 Apr 2025)
  • [FCA CF] Significant management (since 1 Jun 2022)
• Alena Kosava

  IRN AXK00280

  • [FCA CF] Client dealing (27 Jun 2022 to 3 Feb 2023)
  • [FCA CF] Manager of certification employee (27 Jun 2022 to 3 Feb 2023)
  • [FCA CF] Functions requiring qualifications (27 Jun 2022 to 3 Feb 2023)
• Alexander Philip Wickham

  IRN AXW00284

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 16 May 2022)
• Amy Louise Wright

  IRN AXW00496

  • [FCA CF] Functions requiring qualifications (14 Dec 2021 to 16 Jan 2023)
• Andrew Foulkes

  IRN AXF00165

  • [FCA CF] Functions requiring qualifications (1 Jul 2020 to 12 Sep 2022)
• Andrew Gallemore

  IRN AXG00279

  • [FCA CF] Manager of certification employee (9 Dec 2019 to 13 Jul 2021)
• Andrew James Bell

  IRN AJB01443

  • SMF3 Executive Director (9 Dec 2019 to 30 Sep 2022)
  • SMF1 Chief Executive (9 Dec 2019 to 30 Sep 2022)
  • CF8 Apportionment and Oversight (23 Sep 2002 to 31 Oct 2007)
  • CF3 Chief Executive (23 Sep 2002 to 8 Dec 2019)
  • CF1 Director (28 May 2002 to 8 Dec 2019)
• Andrew James wallwork

  IRN AXW00233

  • SMF5 Head of Internal Audit (since 21 Jul 2025)
• Anna Farnhill

  IRN AXF00664

  • [FCA CF] Material risk taker (since 8 Dec 2025)

• News UK & Ireland Limited (no longer appointed)

  FRN 616540 · Appointed 5 Dec 2019 · Until 8 Dec 2022

• Telegraph Media Group Limited (no longer appointed)

  FRN 415487 · Appointed 9 May 2018 · Until 21 Dec 2018

• Telegraph Media Group Limited (no longer appointed)

  FRN 415487 · Appointed 28 Mar 2014 · Until 29 Oct 2014

No changes recorded yet.