as of 26/02/2019 at 12:43 pm
Large firm: manages £bns on behalf of investors and financial advisers
|Minimum amounts:||£25 minimum monthly amount
£500 minimum initial amount for third party funds. £1 minimum investment into AJ Bell passive funds.
|12 month indicative performance:||
AJ Bell's passive fund range has less than one year track record.
"I want to invest in one specific company’s shares. What’s the cheapest way to do this via an ISA?"
21/05/2019Read our reply
"I've been reading about Beaufort Securities, and how potentially the administrator could have used investor money to cover their costs. What is the best way to avoid the same thing happening to my Stocks and Shares ISA?"
Jenny, Greater Manchester
29/04/2019Read our reply
"I am 47 years old and up to this point I have ensured I have sufficient cash saved and regularly overpay my mortgage. I also have a company pension into which I pay additional voluntary contributions. I would now like to open an investment ISA for growth, with an initial figure of about £5000 and then about £250 per month (more when possible) for at least 10 years. I am tempted by the Vanguard LifeStrategy 80 due to the low fees and strong reputation. I would also consider investing in a couple of other Vanguard funds as well. Would this be advisable or relatively unnecessary, if I'm already investing in the LifeStrategy fund? I have also been looking with interest at a number of other companies including, Nutmeg, Wealthify, IG and AJ Bell Youinvest. Is there any provider that would stand above the others as most suitable in my circumstances? Whilst I would like my investment to start working without too much input from me, I would be happy to get more involved as my knowledge and understanding increase. Any insight or opinions you may have would be appreciated. Thanks."
Matt, South Yorkshire
11/03/2019Read our reply