Established in 1995, AJ Bell is one of the largest investment platforms in the UK. Driven by our Guiding Principle to help people invest, we have created a culture in which we strive to think like our customers, make investing easier and lead our markets.
Our commitment to lead the market on choice, costs, and communication make our partnership with Dynamic Planner a natural decision as the largest provider of ATR solutions to the advice community. Thanks to our close links with advisers, we appreciate the importance of client suitability not only as the point of sale but also on an ongoing basis, which is why we choose to adopt the RTM model.
Applying this approach with the independent oversight provided by Dynamic Planner, advisers can be sure that the portfolio they select for their clients today will be continually managed in accordance with their initial advice and the customer’s attitude to risk, while benefitting from the ‘intelligent investment at a passive price’ for which AJ Bell is known for.