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AJ Bell vs Moneybox: which should you pick?

Both are FCA-regulated and FSCS-protected. The real difference is fees, account types and how each platform feels to use. Verified against each provider’s published charges.

Fees verified July 2026. Capital at risk. Information, not financial advice.

The quick answer

Choose AJ Bell if...

Investors who want funds and shares on one platform without paying Hargreaves Lansdown prices.

Choose Moneybox if...

Beginners building a habit, and first-time buyers using the Lifetime ISA.

Which of these two fits you?

Tick what you need. No account, no email. The answer is on this page.

Account types you need

Tick what you need above and we'll tell you which of the two covers it.

Account availability verified July 2026. Capital at risk. Information, not financial advice.

What customers say

AJ Bell4.8

Reviewers repeatedly mention that the platform is easy to use and communication is clear. AJ Bell has been Which? Recommended for eight years running.

Occasional gripes about transfer times and the dealing charge compared with app-only rivals.

Read AJ Bell reviews on Trustpilot

Moneybox4.4

Users love the round-ups, the goal-based design and how painless it makes starting. 93% of customers surveyed in 2026 would recommend it.

The combined £1/month plus 0.45% is repeatedly flagged as expensive for small balances.

Read Moneybox reviews on Trustpilot

Fees side by side

FeeAJ BellMoneybox
Platform fee0.25% on funds up to £250k (tiered lower above); shares capped at £3.50/month in an ISA and £10/month in a SIPP£1/month subscription plus 0.45% platform fee
Share dealing£5.00 per tradeUS stocks available, 0.45% FX fee
Fund dealing£1.50 per tradeFree (fund fees apply)
FX fee0.75% on the first £10k, tiered lower above0.45% on US stocks
Stocks & Shares ISAPlatform fee applies, no separate ISA chargeSubscription plus 0.45% applies
SIPPPlatform fee applies, capped at £120/year for shares0.45% platform fee (0.15% above £100k), no subscription
WithdrawalsFreeFree
Minimum to start£25/month or £500 lump sum£1

The longer view

AJ Bell sits in the sweet spot between cheap app-only brokers and expensive full-service platforms. You get funds, shares, ETFs, a well-regarded SIPP and a Lifetime ISA, with caps that keep costs sensible for share investors.

It suits people who want one account for everything, particularly ETF investors who benefit from the £3.50 monthly cap in an ISA. Fund-heavy portfolios above six figures should compare the 0.25% fee against a flat-fee platform like Interactive Investor.

Moneybox is designed for getting started. Round-ups, weekly deposits and simple starter portfolios remove the friction that stops most people investing, and its Lifetime ISA is one of the most popular routes to a first home deposit.

The convenience has a price: £1 a month plus 0.45% is one of the higher fee stacks here once your balance grows. It is a great first platform, and many users graduate to cheaper ones later.

AJ Bell vs Moneybox: common questions

It depends on what you hold and how often you trade. AJ Bell's platform fee is 0.25% on funds up to £250k (tiered lower above); shares capped at £3.50/month in an ISA and £10/month in a SIPP, against £1/month subscription plus 0.45% platform fee at Moneybox. On dealing, AJ Bell charges £5.00 per trade for shares and £1.50 per trade for funds, while Moneybox charges US stocks available, 0.45% FX fee for shares and free (fund fees apply) for funds. Fees verified July 2026.

Other comparisons worth a look

Picked one? Here's the next question.

AJ Bell or Moneybox, the account is the easy part. What decides when you can retire is how much goes in and for how long. Delphina works that out from what you already hold and what you pay in each month.

Free to check. No card required. Takes about two minutes.