AJ Bell
Katy Edge currently serves as a Bereavement Support Officer at AJ Bell since October 2023. Prior to this role, Katy worked as an Audit Associate at PwC UK from September 2022 to October 2023, where expertise in auditing pensions and share-based payments was developed in a high-quality work environment. Katy's earlier experience includes a Retail Assistant position at Primark from February 2020 to July 2022, focusing on customer service and financial transactions, as well as a Bar Staff role at Bitters & Twisted from October 2018 to July 2019, which emphasized health and hygiene standards and teamwork. Katy holds a Bachelor of Science degree in Mathematics from The Manchester Metropolitan University, obtained in July 2022.
AJ Bell
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AJ Bell Plc, formerly AJ Bell Holdings Ltd, is a United Kingdom-based company that provides investment platforms. The Company's flagship platform includes AJ Bell Investcentre and AJ Bell Youinvest. It offers self-invested personal pension (SIPP), individual savings account (ISA) and general investment/dealing accounts. It offers access to a broad range of investments, including shares and other instruments traded on the stock exchanges around the world, as well as all mainstream collective investments available in the United Kingdom and a range of in-house investment solutions. AJ Bell Investcentre provides regulated financial advisers and wealth managers with a suite of online tools to help manage their retail clients' portfolios. AJ Bell Youinvest is a direct to consumer (D2C) retail investment platforms. The Company's non-platforms services include AJ Bell Platinum, AJ Bell Securities stockbroking and White label SIPP administration.