AJ Bell
Libby Orgel is an experienced Operations Analyst at AJ Bell since April 2019, where Libby leads teams focused on SIPP transfers and pension benefits, overseeing capped drawdown income reviews and lifetime allowance tests at age 75. Prior to AJ Bell, Libby held roles as an Investments Administrator at esure from July 2018 to April 2019 and as a Customer Specialist at Oasis Fashion from April 2013 to June 2018, where Libby progressed from Sales Advisor to Supervisor. Libby holds a BA (Hons) in Childhood Studies, Education from Leeds Beckett University, along with educational qualifications from Holy Cross College and Philips 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.