+£150
ISA Transfer Offer27 mins
AJ BellISA Transfer Offer
£150 Free Cash•27 mins
£150 Free Cash
+£150What is AJ Bell?
AJ Bell is one of the UK’s largest investment platforms, listed on the London Stock Exchange. They offer ISAs, SIPPs, LISAs, and general investment accounts with access to funds, shares, and ETFs.
AJ Bell is authorised and regulated by the FCA. Your investments are protected up to £85,000 by the FSCS.
Customers
650k+
Google Play
4.6 (3k)
★★★★★★
Key Terms
Profit
+£150
Upfront deposit£10,000
Bonus typeGift cards
Eligible accountsISA, SIPP
Gift card arrives
From 17 June 2026
Must claim before 18 May 2026
Offer ends18 May 2026
Investment and Cashback Options
The ISA and SIPP gift cards come from the Tax Year End offer. The referral offer is a separate promotion requiring its own £10,000 deposit.
| Account Type | Gift Card |
|---|---|
ISA | £150 |
SIPP (Pension) | £200 |
Referral Offer | £100 |
Step by Step Guide
Chris's overview
Optional·1 min read
AJ Bell are running a Tax Year End promotion: deposit £10,000 or more into a Stocks & Shares ISA and claim a £150 Amazon gift card. For a SIPP, the gift card is worth £200. Despite the name, you don’t need to act before the end of the tax year — the offer runs until 18 May 2026.
There’s also a separate referral offer: if you sign up via a referral link and deposit a separate £10,000, you’ll receive an additional £100 Amazon gift card after around 30 days. The two offers require independent deposits — they can’t be combined into one.
The main catch is a 12-month clawback: if your account value drops below 25% of your deposit through withdrawals within 12 months, AJ Bell can reclaim the gift cards. There are no exit fees if you decide to transfer your investments elsewhere.
1
Sign up to AJ Bell
10 mins
- Click the button above to open the AJ Bell website
- Create your account and complete identity verification
- Select Stocks & Shares ISA or SIPP as your account type
- To qualify for the optional referral offer, you must sign up using the link below
This step opens your AJ Bell account. The Tax Year End offer is claimed separately in Step 4.
2
Deposit £10,000 into your AJ Bell ISA or SIPP
5 mins
- Transfer £10,000 or more into your AJ Bell ISA or SIPP via bank transfer or transfer from another platform
- You can invest it in funds, shares, or ETFs of your choice
- This deposit qualifies you for the £150 Tax Year End gift card
Your money isn’t locked. You can withdraw at any time, but if your account drops below 25% of your deposit within 12 months, the gift cards may be clawed back.
3
Optional: Deposit £10,000 for referral offer
5 mins
- This is a separate promotion requiring its own £10,000 deposit
- Sign up via a referral link and deposit £10,000 to earn an extra £100 Amazon gift card
- The referral deposit must be separate from your Tax Year End deposit
This step is optional. If you only want the £150 Tax Year End gift card, skip to Step 4.
4
Claim the Tax Year End offer
3 mins
- Visit the AJ Bell Tax Year End claim page
- Register your claim before 18 May 2026
- You must claim during the offer period to receive the gift card
The Tax Year End gift card is not automatic — you must actively claim it via the AJ Bell website.
5
Optional: Claim the referral offer
2 mins
- If you completed Step 3, your £100 referral gift card arrives around 30 days after your deposit
- Check your email for the Amazon gift card code
Skip this step if you didn’t do the referral offer in Step 3.
6
Receive your gift cards17/06/26
2 mins
- Tax Year End gift card: issued from 17 June 2026 via email
- Keep your account value above 25% of your deposit for 12 months to avoid clawback
- If you enjoy using AJ Bell, continue investing with them
- If not, you can transfer to another platform. No exit fees if you decide to move your investments elsewhere.
Gift cards are Amazon gift cards delivered to your registered email address.
Offer Complete
Done? Tick off each step above to see your total.
AJ Bell Full Review
Completed the offer? Awesome! Here's our full review on why AJ Bell could work well for you going forward.
AJ Bell has been in the investment business since 1995. They manage over 528,000 customer accounts and are listed on the London Stock Exchange, which means their finances are public. They offer a full range of investment accounts including ISAs, SIPPs, LISAs, JISAs, and general investment accounts.
Is AJ Bell safe?
AJ Bell is authorised and regulated by the Financial Conduct Authority (FRN 211468). Your investments are protected up to £85,000 per person by the FSCS. As a publicly listed company on the London Stock Exchange, their finances are transparent and audited.
Who is AJ Bell for?
AJ Bell works well for investors who want broad choice across funds, shares, investment trusts, and ETFs. Their platform suits both hands-off investors (via ready-made portfolios) and those who want to pick their own investments. Fees are competitive but not the cheapest, so it fits medium to large portfolios best.
Top 5 AJ Bell Features
1
Wide investment range
Access thousands of funds, shares, investment trusts, and ETFs across global markets.
2
Ready-made portfolios
Five risk-rated portfolios managed by AJ Bell's investment team, starting from cautious to adventurous.
3
Full account range
ISA, SIPP, LISA, JISA, and general investment accounts all under one roof.
4
Mobile app
Buy and sell investments, check your portfolio, and manage your accounts on the go.
5
Regular investing
Set up monthly investments from £25 with no dealing charges on regular investment orders.
Pros and Cons
Pros
- ✓Wide range of investments across all major asset classes
- ✓Full suite of tax-efficient accounts (ISA, SIPP, LISA)
- ✓No dealing charge on regular monthly investments
- ✓Publicly listed company with transparent financials
- ✓FSCS protected up to £85,000
Cons
- ✗Platform fee of 0.25% is not the cheapest for large portfolios
- ✗£1.50 dealing charge per trade (£3.50 for non-regular trades)
- ✗No commission-free share dealing
Chris's Verdict on AJ Bell
AJ Bell is a solid, established platform with a proper range of investment options. They've been doing this for nearly 30 years and they're publicly listed, which gives you confidence they're not going anywhere. The 0.25% platform fee is reasonable for most portfolio sizes, and the regular investing feature with no dealing charges is genuinely useful.
