Yes! Your money will be in safe hands. Your money and investments are currently held in a separate Custody account with Seccl Custody Ltd. This account is completely separate from CIRCA5000’s accounts.

Transferring to AJ Bell will mean that your investments and money will be transferred to an investment platform that is larger than CIRCA5000 and manages over £76bn of investments. Your investments as they transfer will continue to be held in a separate Custody account. There’s also an established process for moving money from one investment firm to another so your money will be secure as it moves to AJ Bell. In addition, the Financial Services Compensation Scheme (FSCS) protects your money, up to £85,000, in the event that your investment firm fails.