Joanne Gillespie

Joanne Gillespie

Client Relations & Operational Support

A brief introduction

I provide administration support for Simon Ewings. 

I also assist with the day to day running of the office and everything that might entail including post, procedures, training, meeting client’s that visit the office, and speaking to clients and product providers on the telephone. 

I ensure all our back office information is completely up to date and track through all new business from start to finish for our clients.

Background

I have worked in the financial industry since 1979.  Initially with a Building Society for 20 years in various roles from Cashier to Office Manager.

I have since worked for Independent Financial Advisors for over 15 years, the last 9 years here.

My roles during this time have mainly been client service orientated. 

I have Financial Planning Certificates 1, 2 & 3 which greatly enables my understanding and knowledge of products within the industry.                 

Expertise

Client Relations
Group Schemes

Send an email

Client testimonial

Since I have retired, my wife and I needed to work with an Independent Financial Advice firm who we could rely on to advise us on a range of personal finance matters. Monahans Financial Services suited us ideally, since not only are they local to us but because of their accountancy connection they also have a range of in-house experts to cater for our ever changing requirements. Working with Monahans enables us to find answers to our questions quickly, freeing us up to enjoy our retirement!

Dr & Mrs Shires