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.
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.