AJ Bell Management Limited

Date authorised
1 April 2013
Companies House
03948391
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Open Banking

  • Authorised to Operate

    For Professional, Retail (Investment)

    Show 1 limitation
    • · 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
    • · 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
    • · 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
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Zoe Anne Oldroyd

    IRN ZXO00004

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 16 Jan 2023)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.