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.
Identity
Check their details
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.
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Verified website
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Verified phone number
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Verified address
4 Exchange Quay, Salford, Greater Manchester, M5 3EE, United Kingdom
Also trades as 4 other names
- AJ Bell
- AJ Bell Dodl
- AJ Bell Investcentre
- AJ Bell Touch
Company details
From the company's Companies House record.
- 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
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Michael Thomas Summersgill | Director | Dec 1983 | 31 May 2011 |
| Mohamed Tagari | Director | May 1979 | 1 Nov 2019 |
| Karen Goodman | Director | Dec 1986 | 20 Sep 2021 |
| Elizabeth Anne Carrington | Director | Sep 1974 | 1 Oct 2021 |
| Peter Michael Birch | Director | Apr 1978 | 1 Jul 2022 |
| Kina Sinclair | Director | Jun 1991 | 1 Oct 2023 |
| Charles Alan Musson | Director | Jan 1974 | 22 May 2024 |
| Ryan David Hughes | Director | Jun 1977 | 10 Oct 2024 |
| Stephen Eliott Vowles | Director | Jul 1967 | 1 Jan 2025 |
| Kina Sinclair | Secretary | Not published | 1 Nov 2024 |
Activities and protection
What they can do, and how you are protected
- Account information No FSCS coverThis 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 applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
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
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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.
Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Track record
FCA actions and complaints
No FCA disciplinary action, and no complaints recorded with the Ombudsman.
Previously registered as
The FCA register holds 2 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.
- A J Bell Management Limited
- Sippdeal Limited
Names it no longer trades under
This firm has retired 4 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.
Show the retired names
- AJ Bell Platinum
- AJ Bell Youinvest
- Dodl by AJ Bell
- Touch by AJ Bell
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