Recommend a friend

And you’ll both bag £100 gift vouchers

Find out more T&Cs apply

Special offers


A piece of cake

Piece of cake! If you transfer to us we’ll pay up to £500 and do all the hard work for you

When you transfer your SIPP, ISA or Dealing account to us we will help cover the costs your current provider charges for transferring your account.

We'll pay up to £35 per investment moved and up to £100 for general exit fees, up to an overall maximum of £500 per person.

To be eligible the SIPP, ISA or dealing account being transferred must be valued at £20,000 or more.

This offer is open to both existing and new customers.

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Two adults talking and smiling

Recommend a friend, and you’ll both get £100 gift vouchers

When you recommend a friend to AJ Bell Youinvest, we'll send you and your friend One4All gift vouchers worth £100.

Your friend needs to open a SIPP or ISA, then fund or transfer in £10,000 or more.

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Frequent dealing rate for shares

If you make 10 or more online share deals in a month, then the following month you will only pay £4.95 for all your online share deals.

The online share dealing charge is determined by the number of share deals you placed across all the accounts in your individual name (excluding any regular investment and dividend reinvestment deals).

For example, if you deal 12 times in shares in January, you will only pay £4.95 for all your share deals in February. Your share dealing rate will then return to our standard charges in March if the number of share deals you place in February is under 10.

For more information see our Charges and rates


Shares magazine publication cover

Free digital copy of Shares magazine worth over £220 a year

Open an AJ Bell Youinvest account and maintain a balance of £4,000 or more and you will get access to Shares magazine online for free.

Shares magazine is one of the UK’s leading online investment publications, designed to help private investors make the most of their money. It provides in-depth research on stocks, shares, funds and investment trusts as well as personal finance issues. Every week you’ll have access to:

  • Smart ideas on new investments to buy
  • Expert analysis that could help you grow your wealth
  • Practical advice on personal finance issues
  • In-depth reporting on the events that move the markets
  • Breaking financial news

If you have £4,000 or more across all your personal accounts you will get access to Shares online.

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