AJ Bell  

AJ Bell’s Dodl ‘to create advised clients of future'

Being an execution-only service, if a Dodl customer’s assets grow to a certain size there is no official step in place which will direct them to financial advice.

Instead, as has been the case with YouInvest, client communications and education material will suggest financial advice as an option if customers are unsure on how to manage their assets.

“We don’t want to force advice onto people,” said Doran. No advisers are on the Dodl roster, meaning customers will have to find an adviser themselves and then switch to AJ Bell’s advised platform, Investcentre.