Sam Stokoe

Client Administrator at AJ Bell

Sam Stokoe is an experienced client administrator at AJ Bell since August 2022, specializing in liaising with financial representatives and managing customer relationships for direct-to-customer products. Prior to this role, Sam spent over 15 years at Costa Coffee, highlighted by responsibilities as a Barista Maestro where trust was established with management through accurate banking and operational tasks. Earlier experience includes serving as a Team Leader at Gourmet Joe's Pretzels, contributing to the opening and management of the business and training new staff. Sam Stokoe holds A-Levels in Psychology and Media Studies from Eccles College and completed education at St Ambrose Barlow R.C High School.

Location

Manchester, United Kingdom

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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.


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501-1,000

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