Jo Monger

Jo Monger

Client Support Coordinator
Thames Valley

After having my children, I started working part-time at a building society as a cashier and remained there for five years during which, I moved to full time hours and progressed to a senior level. From there, I joined a small IFA based in Marlow and I cannot believe that was in 2001.

I originally joined as a SSAS administrator and soon went on to do SIPP administration as well. In 2006, my company merged with one of country’s largest IFA firms and I continued to work in the SIPP team for a further two years. I then decided that I wanted a little more variety in my day-to-day activities so moved across to the client support team and was there for 10 years.

In October of 2018, I joined the Client Support team at Crowe Financial Planning UK Limited.