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Sally Stokes

Personal Assistant

Qualifications

When Sally’s at work

Sally joined PIA in 2022 and has more than 35 years of experience in financial services. Sally regularly interacts with clients and supports two advisers, assisting in any way she can to help them deliver excellent service to their clients.

When Sally’s at home

In her spare time, Sally spends a lot of time with her family and grandchildren. She enjoys eating out, walking and swimming.

We asked Sally

What’s the best piece of advice you’ve ever received?

Do one thing each day that scares you.

What’s a song that never fails to get you dancing?

‘All About That Bass’ by Meghan Trainor.

Where is your favourite location in the world?

Ibiza.

What’s a talent or skill you possess that not many people know about?

I can ride a tandem, well, on the back.

Your story

A professional or company owner

Close to retiring

Enjoying retirement years

Passing on wealth

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PIA Wealth Management is a trading style of Professional Independent Advisers Limited is authorised and regulated by the Financial Conduct Authority. FCA Register No: 125921. Registered in England and Wales. Registration No: 2598631. Registered Office: Hayward Court, 2b Tettenhall Road, Wolverhampton, WV1 4SF.

We take client satisfaction very seriously. If you are not happy with any aspect of our service, you are entitled to make a complaint. Our policy on this is available on request. If you wish to register anything you are dissatisfied about, please contact us either in writing, by telephone or email. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service www.financialombudsman.org.uk.

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