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Senior Personal Assistant to Nick Buchan
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.
Associate Director
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.
Chief Investment Officer
Andy joined Finance Shop in 2014 from Investec Wealth and Investments, where he spent 16 years working as one of the fund management team responsible for running their Multi-Manager products. Andy has responsibility for running the Finance Shop Wealth Management model portfolios, and he chairs the Finance Shop Investment Committee. In addition to his day to day responsibilities he also assists our Advisers in constructing more complex portfolios, and is developing a number of initiatives to enhance our range of investment solutions.
In his spare time Andy enjoys playing and watching sport.
Senior Personal Assistant
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.
Client Relationship Manager & Mortgage Adviser
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.
Trainee Personal Assistant
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.
Personal Assistant
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.
Personal Assistant
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.
Personal Assistant
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.
Technology and Development Manager
Chris joined Finance Shop in 2016, having spent the majority of his career in IT. Chris originally started his working life as a chef, reaching an AA rosette for his cuisine, before making a career change to IT. Chris earnt a number of Microsoft and CompTIA qualifications in IT whilst working his way up to become the manager of a large IT support team, which he managed for a number of years.
Chris has a strong focus on using technology to make lives easier, so aims to use his wealth of experience to help all areas of the business. His main responsibilities include HR, IT and Business Development.
In Chris’s spare time, he enjoys a number of sports - playing football, pool and golf regularly. Chris also has a young family, so spends the majority of his spare time on family days out.
Independent Financial Adviser
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.
Personal Assistant to Mark Wallis
Clare joined Finance Shop in June 2016 and is a Personal Assistant to Mark Wallis. She has worked in the financial services industry for several years gaining experience in Pensions, Investments and Protection and holds her Certificate in Financial Planning. She is keen to continue gaining more qualifications and progressing her career.
Outside of work Clare enjoys reading, cinema and nights out with friends, however, most of her spare time is spent with her children and their various sports clubs.
Accounts Manager
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.
Accounts Assistant
Ebony joined Finance Shop in September 2023 as an Accounts Assistant after previously working in admin at a local Estate Agent. Ebony is looking forward to pursuing a career in accounts and is keen to gain more skills and experience in her current role.
Outside of work Ebony enjoys sports, travelling and spending time with her family and friends.
Team Manager (Scott Oliver)
Emma started her career in finance working for a mortgage broker, where she gained lots of knowledge within the industry. Emma later joined Finance Shop in September 2011 as Investment Operations Manager, overseeing the administration of client portfolios within the Wealth Management Team. In late 2018 Emma has moved teams to manage Scott's support team, bringing a wealth of experience.
Emma spends the majority of her spare time with her family.
Administration Assistant
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.
Client Relationship Manager
Iona joined the Finance Shop in 2017 initially as a PA to Nick Buchan. Iona then progressed to become the first Paraplanner for Finance Shop after completing her Diploma for Financial Advisers qualification later the same year. Iona now supports Nick in providing advice on Retirement, Investment & Tax Planning solutions and also manages a number of Group Pension Schemes on Nick’s behalf.
Iona is originally from the west coast of Scotland and graduated from the University of Glasgow with a Masters degree in Economics. Iona has worked in Insurance and Financial Services for over five years and has previously advised on Mortgage and Protection products.
Iona has always wanted to pursue a career in Financial Services and is now working towards Chartered status.
Outside of work, Iona enjoys playing Tennis and spending time with her friends and family.
Accounts Assistant
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.
Senior Personal Assistant
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.
Senior Personal Assistant
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.
Team Manager (Nick Buchan)
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.
Trainee Personal Assistant
Lucas joined the Finance Shop team in April 2023 as a Trainee Personal Assistant after graduating from the University of Leeds with a degree in Economics. After graduating, Lucas worked in various hospitality settings across East Anglia before deciding that it was time to pursue a career relating to his degree. Lucas is eager to expand his knowledge and is keen to develop his understanding of the financial services industry.
Outside of work, Lucas enjoys spending time with friends and family and playing and watching a variety of sports, especially football.
Associate Director
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.
Apprentice Administration Assistant
Mia joined Finance Shop in June 2023 as an Apprentice Administration Assistant after previously working in customer services.
Mia is keen to expand and develop her knowledge in financial services after completing her A levels in Finance and Business Studies.
When outside of work, she enjoy going on nights out with friends, listening to music and spending time with family.
Project Manager
After graduating with a degree in mathematics from the UEA in Norwich, Michael joined Finance Shop in December 2011. Originally working as a Scanning Assistant, he has subsequently worked in many areas of the business, and is now part of the Wealth Management team based in Norwich.
Outside of work, Michael has a keen interest in aviation and is a qualified Private Pilot.
Private Equity Administration Manager
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.
Assistant Compliance Officer
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.
Client Relationship Manager
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.
Director
Nick joined Finance Shop in 2002, and has subsequently been a Partner / Director of the firm for over 15 years. His whole career has been in financial services, previously working with TSB / Lloyds TSB before joining Finance Shop. Nick specialises in the fusion of financial advice and tax planning for high net worth clients. Nick also heads up FS Ventures and FS Pro which are services offered to high net worth clients, and in particular, professional sports people.
Outside of work, Nick is a lifelong Liverpool fan and enjoys spending time with his family.
Associate Director
Nick has been dealing face to face with clients in the financial services industry since 2002, during which time he has worked for a high street bank in a number of positions, and as a fully qualified Financial Adviser since 2010.
Nick joined Finance Shop in 2013 as an Independent Financial Adviser and his aim is to develop long term relationships with new and existing clients, and to help them meet their financial goals and aspirations.
Away from work Nick enjoys keeping active and spending time with his family.
Personal Assistant to Nick Buchan
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.
Client Relationship Manager
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.
Team Manager (Consultants)
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.
Paraplanner
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.
Wealth Management Team Manager
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
Consultant
Richard has been in the insurance industry since 1991, when he began working for a large insurer. This gave him a good grounding in the industry, and in 2006 he joined Finance Shop after running a small IFA practice.
From this point on Richard decided to concentrate on the areas of protection and mortgages, and now also works closely with Nick Buchan on the corporate business side, dealing mainly with business introduced to us by accountancy connections. As well as new clients, Richard still deals with people who he first helped many years ago.
Outside of work he enjoys family life, and his interests include fishing, playing golf and reading.
Administrator
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.
Administrator
Samantha previously worked for a high street bank, and after taking time out to have a family she joined Finance Shop in December 2008, initially as a part time Customer Service Assistant for a building society agency we held at the time. When this closed and we took on an agency for the Ipswich Building Society, Sam continued to work on this side of the business.
More recently Samantha has been working in our Accounts department and on the administration side of the firm.
In her spare time she enjoys watching a variety of shows and socialising with family and friends.
Practice Manager
Samantha joined Finance Shop in July 2010 following an extensive career in banking working successfully in business risk and the retail sector, where she gained a wide range of experience and knowledge. As the Practice Manager she is responsible for the preparation and management of the Accounting and Reporting function of the firm.
Executive Director & Chartered Financial Planner
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.
Private Equity Senior Administrator
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
Trainee Personal Assistant
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.
Client Relationship Manager
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.
Independent Financial Adviser
Tracey came to Finance Shop in 2003 as an Independent Financial Adviser, after working as a Senior Manager for a High Street bank. She has extensive experience in the financial services industry, and advises on investment and pension planning, planning at retirement, mortgage advice and the related life / critical illness / home insurances.
Tracey’s aim is to provide the very best service, and she takes pride in the time she spends reviewing client’s existing plans and policies to see if more favourable alternatives are available. In addition to this much of her work comes from clients recommending their friends and colleagues, and she also has Solicitor and Accountancy contacts that refer their clients regularly.
Compliance Officer
Trevor joined Finance Shop in January 2006 following 33 years with a high street bank. During his career in the financial services industry, Trevor has had a number of roles, including Bank Manager, before moving to advising on mortgages, pensions, protection and investment business, and more latterly to compliance for the last 5 years he spent with the bank.
Since joining Finance Shop Trevor has continued to update his knowledge for his compliance role, and has subsequently completed his Diploma in Financial Planning. Trevor’s main aim is the training and development of staff and advisers to ensure an excellent standard of service is given to our clients in this ever changing industry.
Senior Personal Assistant to Nick Buchan
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.
Senior Personal Assistant
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.
Compliance Administrator
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.
Administration Assistance
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.