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AJ Bell Youinvest vs Halifax 2020

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Is AJ Bell Youinvest better than Halifax? After scoring the best share dealing accounts across 46 different variables, AJ Bell Youinvest is better than Halifax. AJ Bell Youinvest offers a mediocre trading platform and decent research tools, including in-house articles and videos. Ultimately, AJ Bell struggles to deliver value in the UK market against brokers that offer a better platform at a lower price point.

Overall Rating

Feature AJ Bell Youinvest Halifax
Overall 4 3.5
Commissions & Fees 3.5 3
Offering of Investments 4 4
Platform & Tools 3.5 3.5
Research 4 4
Education 3.5 3.5
AJ Bell Youinvest Review Halifax Review
Winner check_circle

Trading Fees

Feature AJ Bell Youinvest Halifax
Share Trading: 0-9 Deals/ Month
£9.95 £12.50
Share Trading: 10-19 Deals/ Month
£4.95 £12.50
Share Trading: 20+ Deals/ Month
£4.95 £12.50
Annual Custody Fee: £0 - £250,000
0.25% (Max £7.50 per quarter) 0%
Bonds - Government (Gilts) - Fee
£9.95 £25.00
ETFs - Fee
£9.95 £12.50
Investment Trusts - Fee
£9.95 £12.50
Telephone Dealing Fee
£29.95 £25.00

Platforms & Tools

Feature AJ Bell Youinvest Halifax
Desktop Platform (Windows)
No No
Web Platform
Yes Yes
iPhone App
Yes No
Android App
Yes No
Stock Alerts
No Yes
Charting - Indicators / Studies
10 83
Charting - Drawing Tools
1 17
Charting - Notes
No Yes
Charting - Display Corporate Events
Yes No
Charting - Stock Overlays
Yes No

Research

Feature AJ Bell Youinvest Halifax
Research - Shares
Yes Yes
Research - CFDs
No No
Research - Funds
Yes Yes
Fund Research - Research Reports
Yes No
Research - ETFs
Yes Yes
Research - Bonds
Yes Yes
Portfolio Allocation Breakdown
Yes Yes

Investments

Feature AJ Bell Youinvest Halifax
Share Trading
Yes Yes
CFD Trading
No No
Funds
Yes Yes
ETFs
Yes Yes
Bonds - Corporate
Yes Yes
Bonds - Government (Gilts)
Yes Yes
Investment Trusts
Yes Yes
Spread Betting
No No
Advisor Services
No Yes

Education

Feature AJ Bell Youinvest Halifax
Has Education - Share Trading
Yes Yes
Has Education - Funds
Yes Yes
Has Education - Retirement
Yes Yes
Client Webinars
No No
Client Webinars (Archived)
Yes No

Overall

Feature AJ Bell Youinvest Halifax
Overall 4 3.5
Commissions & Fees 3.5 3
Offering of Investments 4 4
Platform & Tools 3.5 3.5
Research 4 4
Education 3.5 3.5
AJ Bell Youinvest Review Halifax Review
Winner check_circle

For our 2020 Review, we assessed the best trading platforms in the UK for online share dealing. Let's compare AJ Bell Youinvest vs Halifax.

Which broker is less expensive?

Alongside the cost per trade, most UK online brokers also charge a monthly, quarterly, or annual management fee, which varies based on the account type and balance. Based on our thorough review, AJ Bell Youinvest offers better pricing than Halifax for share dealing.

Assuming a £30,000 portfolio size, here are the total annual costs for share dealing with both brokers, given different monthly activity scenarios.

1 Trade Per Month - AJ Bell Youinvest is cheaper. AJ Bell Youinvest would only cost £149.40 each year while Halifax would cost £150.00.

3 Trades Per Month - AJ Bell Youinvest is less expensive under this scenario. AJ Bell Youinvest would cost £388.20 per year while Halifax would cost £450.00.

10 Trades Per Month - AJ Bell Youinvest is the better choice. Annual fees with AJ Bell Youinvest would total £624, while annual fees with Halifax would be £1500.

20 Trades Per Month - AJ Bell Youinvest costs less in this scenario. Total annual costs with AJ Bell Youinvest would equal £1218, while Halifax would equal £3000.

Which broker offers a wider range of investment options?

Halifax offers a more diverse selection of investment options than AJ Bell Youinvest. Halifax offers investors access to Advisor Services, ETFs, Funds, ISA, SIPP, Share Trading and Bonds - Government (Gilts). Investing encompasses a wide variety of asset classes, so finding a broker that offers every investment type you are interested in is important.

Which platform offers better research?

Our testing concluded that AJ Bell Youinvest is better for research than Halifax. AJ Bell Youinvest offers more research options, including research reports, articles, and analyst ratings.

Which trading platform is better?

To compare the trading platforms of both AJ Bell Youinvest and Halifax, we tested each broker's trading tools and share dealing app. All features compared, AJ Bell Youinvest offers a better share dealing platform.

Overall, between AJ Bell Youinvest and Halifax, AJ Bell Youinvest is the winner.

AJ Bell Youinvest Review
Halifax Review

Related Comparisons

All pricing data was obtained from a published web site as of 01/15/2020 and is believed to be accurate, but is not guaranteed. The UK.StockBrokers.com staff is constantly working with its online broker representatives to obtain the latest pricing data. If you believe any data listed above is inaccurate, please contact us using the link at the bottom of this page.

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