Meet the Team

Aaron played football for numerous clubs at academy level including Leicester City, before joining Finance Shop in 2016. 

Following his passion for football, Aaron now manages client relationships in our FS Pro division, dealing with high net worth clients, and in particular, professional sports people.

Aaron is a passionate Arsenal fan and in his spare time he continues to play and watch football at every opportunity. Aaron also spends plenty of time socialising with friends and family.

Andy is a Chartered Financial Planner and a Fellow of the Personal Finance Society. Andy joined Finance Shop in January 2003, after working as an Adviser with a High Street bank for over 15 years.  He advises on all aspects of financial planning, including investments, pensions, mortgages and equity release. He has advanced level qualifications in pensions, investment planning, taxation and trusts, and is a fully accredited member of the Society of Later Life Advisers (SOLLA).  He is also an Affiliate member of the Society for Trusts and Estate Practitioners (STEP) having achieved a distinction in the STEP Certificate for Financial Services (Trusts and Estate Planning) qualification.

After working in the Health and Social sector for a number of years, Ashlea joined Finance Shop in 2018 and is keen to develop her knowledge and skills in the financial services industry. Finance has always been one of Ashlea's interests, so this role has given Ashlea an opportunity to further her career in a new direction.

In her spare time she enjoy spending time with family and friends, cooking and football.

Athena joined Finance Shop in July 2021 as a Personal Assistant after 4 years’ experience in the industry. Since joining Finance Shop, she has completed both the Diploma for Financial Advisers (DipFA) and Certificate in Mortgage Advice and Practice (CeMAP).

Athena has since been promoted to Mortgage Adviser and is based in our Great Yarmouth office. Athena is keen to build strong relationships with her clients, by providing an excellent level of service and always putting their interests first.

Athena hopes to further her knowledge in the industry by completing the Level 6 Diploma in Financial Advice, leading towards Chartered status.

In her spare time, you will find Athena with (or talking about) her dog, Hugo, or training in the gym.

Bailey joined the Finance Shop in May 2021 as an Apprentice Administration Assistant, after completing her studies at East Norfolk Sixth Form. Bailey is keen to pursue a career within the financial services industry.

In her spare time, she enjoys reading and spending time with her family.

Ben joined Finance Shop in May 2021 as Trainee Personal Assistant to Scott Oliver. After completing his A-Levels for business and economics, Ben went on to work in the retail industry across multiple departments for five years.  Ben Joined Finance Shop wanting to pursue a career in the financial services industry and hopes to gain further experience and qualifications.

In his spare time, Ben has been studying for his private pilots’ licence and enjoys travelling, socialising with friends, and skiing. 

Charley joined Finance Shop in January 2016 after deciding on a career in the finance industry. She has worked her way up to a Personal Assistant and now works part time within the consultants team and is enjoying widening her skills and knowledge in the industry.

In her spare time she enjoys nights out with friends and spends most of her time with her family.

Charlotte joined the Finance Shop in December 2017 as a Trainee Personal Assistant to Nick Buchan. Charlotte is keen to pursue a career within the financial services industry and is eager to learn more. Charlotte enjoys spending quality time with her family, travelling abroad and socialising.

Chloe joined Finance Shop in January 2022 as a Trainee Personal Assistant to Nick Buchan.

After a number of years in a managerial role in the hospitality sector, Chloe is keen to apply her customer service and administration skills to the Personal Assistant position. Chloe plans to broaden her skills and understanding of the finance industry.

In her spare time, Chloe enjoys going to the theatre, socialising and travelling.

Chris joined Finance Shop in 2010 after advising clients face to face for a widely recognised insurance firm since 2006.

Gaining the DipPFS diploma and transitioning to an Independent Financial Adviser with Finance Shop has given Chris the ability to offer a greater service to clients both old and new, who also often refer their friends, colleagues and family members to him.

Chris likes to pride himself on going through the finer details and putting together a practical plan for clients that is well researched and thought out.

Donna joined Finance Shop in September 2010 after several years working as a personal clerk for a large retailer. Donna’s role was originally Accounts Assistant, however she has since progressed to Accounts Manager and has completed a Diploma in Accountancy. Donna manages the Accounts and Commissions team, and deals with the day to day accounts tasks for the company.

Having worked for over 10 years in the hospitality industry, Heather recently sought a change in career, joining Finance Shop in October 2021. Working as an apprentice as part of the Wealth Management team, Heather is eager to gain industry knowledge and begin working towards her financial qualifications.

Outside of work Heather is a keen cyclist, an avid reader, and has recently taken up learning to play the oboe.

Jess joined Finance Shop in June 2018 as an Accounts Assistant. After working in a high street bank for 7 years she decided to pursue a career in accounts. Jess is looking forward to gaining more knowledge and hopefully working towards an AAT qualification in the future.

Outside of work Jess spends her time with her children and enjoys days out together.

Jo started working for Finance Shop in October 2003 as a full time Administration Assistant in the Gorleston office and was promoted to a Personal Assistant, working for Paul Dashwood for a number of years. Jo now works part time as a Personal Assistant to Andy Cunningham in our Lowestoft Office.

Outside of work Jo enjoys spending time with her family - especially family holidays, yoga and visiting her favourite restaurants.

Kate joined Finance Shop in April 2016 as an Apprentice Administration Assistant after finishing a Business Administration qualification at a local college. She was keen to pursue a career within the financial services industry at Finance Shop. After completing her apprenticeship and training, Kate was promoted to Personal Assistant to Scott Oliver.

Outside of work, Kate enjoys socialising with her friends and family.

After taking a career break to have children, Louise decided to change direction and in 2008 she took the exams needed to qualify as a Financial Adviser. She joined Finance Shop in January 2009 and, after initially working as an Adviser dealing in investments and pensions, Louise moved to our Norwich office in September 2010 to work as a Personal Assistant to Nick Buchan. Louise is now Team Leader to Nick’s PA’s and administration support staff.

After completing A-Levels in 1988, Mark joined a high street bank, where he progressed to become an adviser working in the areas of pensions, protection and investments. In May 2005 he decided to broaden his horizons and joined Finance Shop as an Independent Financial Adviser. Having gained his Financial Diploma in 2012, and with 25+ years experience in financial services, Mark offers down to earth friendly advice to all types of clients in all aspects of financial planning.

Max joined Finance Shop in September 2022 as a Trainee Personal Assistant after graduating with a first-class degree in chemistry from the University of Nottingham.  Max is now looking to gain as much knowledge and experience as he can in the Finance Industry and to subsequently combine this knowledge, together with the skills he has learnt at university, to further support his career in the industry.

In his spare time Max likes to play and watch football as often as he can.  He also loves to travel and has aspirations of travelling around the world.

Michelle has been working in the financial sector since 1990, having previously worked for a building society. After taking a career break to bring up her two children, she joined Finance Shop in 2011.

Michelle has undertaken various roles since joining, but in 2017 she helped set up FS Ventures, which she continues to look after and is expanding year on year.

In her spare time she enjoys Kettlercise, Boxing, Metafit and going to the gym and getting out on the golf course.

Mike joined Finance Shop in 1997, having spent several years working for a large insurance company, where he gained a solid grounding in the areas of personal insurances, pensions and investments. Whilst initially working as an Adviser, he began to split his time between advising and Compliance, and this eventually led to a full-time move to a Compliance role. Mike is always looking to increase his knowledge and has completed the Advanced Diploma in Financial Planning qualification.

Outside of work, Mike enjoys reading, travel and history and with his family now grown up is hoping to spend more time on leisure activities.

Naomi started at Finance Shop in August 2013 as an Apprentice Administration Assistant. She was keen to start a career where there was the option to work her way up and progress.

Having successfully completed the Apprenticeship, Naomi was promoted to a Personal Assistant working within Nick Buchan’s team. In 2019, Naomi completed the Diploma for Financial Advisers qualification and is now a Client Relationship Manager, working closely with Nick and Scott.

Outside of work Naomi enjoys shopping, going to the gym and spending time with her family and friends.

Oscar is currently working as a Trainee Personal Assistant in Nick’s team, after joining Finance Shop in July 2018 as an Apprentice. Oscar has always been interested in pursuing a career in the finance industry, having studied finance at a local college from which he was offered a scholarship from the London Institute of Banking and Finance. Oscar has passed his R01 and R04 exams since joining Finance Shop and continues to gain plenty of knowledge to aid his progression in the industry.

 Outside of work he enjoys playing and watching football, socialising with friends and family and travelling to different parts of the world.

Petra joined Finance Shop in April 2014 and after a 6 month break to travel around the world, returned to Finance Shop in June 2015. Previously, Petra spent 8 years working for a local insurance company as a Customer Service Team Leader.

Petra spent the first 5 years in Nick Buchan’s team as a Personal Assistant before completing the CertPFS qualification in Paraplanning in 2021. Petra is now one of Nick’s Client Relationship Managers, supporting Nick in providing advice on Retirement, Investment and Tax Planning.

Outside of work Petra enjoys her holidays, mainly based around scuba diving.

Poppy joined Finance Shop in July 2015 as an Apprentice Administration Assistant after deciding on a change of career path from the Pharmaceutical Industry.

Poppy’s role was originally Apprentice Administration Assistant, however she was promoted to a Trainee Personal Assistant working within Nick Buchan’s team. After completing her training and progressing to Personal Assistant, Poppy was promoted to a team manager and now leads a team of her own.

Poppy enjoys spending time with her family and friends outside of work.

Reagan joined Finance Shop in October 2017, as PA to Scott Oliver, having spent the last few years in Human Resources. Whilst working in Human Resources in the Oil and Gas industry, Reagan gained her CIPD qualifications and gained a wealth of experience in people management as well as providing PA duties to the Directors.

Reagan is looking forward to new challenges and widening her knowledge and skills within the industry.

After graduating with a degree in photography from Norwich University of the Arts, Rebecca joined Finance Shop in February 2016. She was keen on a change of career and to learn more about the financial services industry. Rebecca started with the company as an Administration Assistant in the Investment Operations Team. Since then, Rebecca has developed her skills to earn herself the new role as Andy Parkes’ Personal Assistant. Rebecca is keen on progressing within the company by taking industry qualifications.

Outside of work, Rebecca carries on using her degree to take photos in her spare time

Ryan joined Finance Shop in April 2018 as an apprentice having completed his Maths degree a year prior. Since joining, he has been designated to our Wealth Management team, which he enjoys as it allows him to put his Maths degree to good use. Early in 2019 Ryan passed his RO1 exam as a part of his apprenticeship, showing he has gained plenty of industry knowledge since joining the company.

Outside of work, Ryan enjoys gaming and going out with his friends whenever he can.

Sam joined Finance Shop in July 2010 following over thirteen years with a high street bank working in business risk and the retail sector. As the Practice Manager she is responsible for running the day to day operational aspects of the business, and the Human Resources side. Her experience also extends to managing payroll, pensions, staff benefits and recruitment.

Scott has been a financial adviser for over 25 years, joining Finance Shop in 2002. He was instrumental in developing the highly successful Advisory Portfolio Management service, which now manages over £300 million in client assets. He also is deputy fund manager to Andy Parkes on the Discretionary Portfolio Management service.

Scott has achieved the prestigious Chartered Financial Planner status. He enjoys advising individuals on all aspects of their financial planning, and in particular enabling clients to enjoy life without any financial worries.

Married with two daughters at university, Scott enjoys travel and football.

Tina has worked in financial services for thirteen years gaining experience in mortgages and business banking. Tina is keen to widen her skills and knowledge within the industry.

In Tina's spare time she enjoys cycling around Norfolk and hiking in the Lake District

Toby joined Finance shop in August 2022. Prior to joining the team, he earned a first class degree in film production at university and later went on to become a qualified teacher. Toby has since joined the team at Finance Shop to grow and learn in the financial services industry.

Toby enjoys spending time with his partner, be it traveling or trips to the coast. Furthermore, he also enjoys going to the cinema, watching tv shows, football and all manner of games too.

Tom joined the Finance Shop in 2021 as a Client Relationship Executive, having previously worked for a local stockbroking firm where he gained valuable industry experience and completed all the required professional stockbroking exams successfully reaching Chartered Wealth Manager status. Tom is now looking to put his qualifications and stockbroking experience to use by providing financial advice to clients and hopes to develop a long-term career at the Finance Shop. 

Tom grew up locally having gained his A-levels at East Norfolk Sixth Form College, and then went on to study Economics and Business Finance at the University of East Anglia where he achieved a First-Class Honours degree. After graduating, Tom took a year out to travel the world before returning to Norfolk to pursue a career in the Finance sector.

Outside of work, Tom enjoys playing a number of sports including Golf, Tennis and Football, and also loves to travel and spend time with his friends and family.

After leaving college at 18, Tom worked as a Team Leader at the Co-op supermarket in Loddon and Blofield. He was looking to start a new career in finance so began studying for the AAT qualification. He joined Finance Shop as an Apprentice Accounts Assistant in May 2017 and is keen to learn more about the financial services industry and accounting.

Outside of work. Tom enjoys playing football, watching most sports and going to live music events.

Tori joined Finance Shop in November 2017 after graduating from an Executive PA Diploma course in Oxford, as an alternative to going to University. Tori works as one of Nick Buchan’s Personal Assistants, supporting Nick with the preparation and arrangement of financial planning for his Discretionary Portfolio Management clients.

In Tori’s free time she plays hockey for her local hockey club and enjoys playing tennis with friends.

Vic started working for Finance Shop in December 2005 as a full time Administration Assistant. Just over a year after joining the company Vic was promoted to a Personal Assistant. Vic continued in this role until she left to have a baby girl in May 2016. After a years maternity leave, Vic returned to work within the Consultants Team and has since become a senior member of the team with her many years of experience.

Outside of work Vic enjoys spending time with her husband and two daughters on family adventures. Along with holidays and trips away with close friends and family.

Zoe joined Finance Shop in April 2021 having worked in the financial services industry for 10 years. She spent most of this time working for a high street bank in various roles and later as a buy to let mortgage advisor. Zoe is looking forward to taking her career in a different direction with this role and gaining further qualifications to broaden her knowledge within the industry.

Outside of work, Zoe enjoys spending time with family and friends and going on long walks with her dog.

Zoe started working at Finance Shop in April 2021 as an Apprentice Administration Assistant. She previously graduated with a BA in Economics with Maths and is keen to apply what she has learned to her new role, as well as widen her knowledge about the industry.

In her free time she enjoys learning Chinese, playing badminton and spending time with friends.