Meet the Team

We are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge, commitment to progress and value for money. If you would like to know how we can help you on your financial journey, please get in touch.

aaronroe
Aaron Roe Administration Assistant
After leaving school Aaron continued his footballing career for a few years, before joining Finance Shop in September 2016. He was keen on having a future...
aaronroe

Aaron Roe

Administration Assistant

After leaving school Aaron continued his footballing career for a few years, before joining Finance Shop in September 2016. He was keen on having a future in the financial services industry with an opportunity to learn. Aaron currently works as an Apprentice Administration Assistant within the Investment Operations Team.

Outside of work, Aaron still loves football whether it is watching or participating. He also has a keen interest in scuba diving.

aaronroe
01603 595960 ext 830 Norwich Office
Adam
Adam Thorn Apprentice Administration Assistant
Adam joined Finance Shop in June 2018, after completing a finance course at a local college. Adam enjoyed his finance course so decided he wanted to...
Adam

Adam Thorn

Apprentice Administration Assistant

Adam joined Finance Shop in June 2018, after completing a finance course at a local college. Adam enjoyed his finance course so decided he wanted to pursue a career in the finance industry at Finance Shop. Adam is hoping to gain further experience and qualifications soon.

 Outside of work Adam enjoys going to the gym, going to new places and spending time with friends and family.

Adam
01603 595960 Ext 849 Gorleston Office
adrianbull
Aidan Bull Compliance Administrator
After graduating with a degree in Law from Durham University, Aidan has been keen to apply the skills he learnt whilst studying there to a role...
adrianbull

Aidan Bull

Compliance Administrator

After graduating with a degree in Law from Durham University, Aidan has been keen to apply the skills he learnt whilst studying there to a role within the financial services industry. Aidan has recently begun studying towards his Diploma in Financial Planning to further his knowledge in this field, and in doing so he will be able to combine this in-depth understanding with his strong analytical and problem-solving skills to ensure the highest level of service is given to our clients.

Outside of work, Aidan enjoys playing numerous sports and spending quality time with family and friends.

adrianbull
01603 595960 Ext 816 Norwich Office
andycunningham
Andy Cunningham 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...
andycunningham

Andy Cunningham

FPFS

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.

andycunningham
01603 595960 ext 824 Lowestoft Office
aparkes larger
Andy Parkes 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...
aparkes larger

Andy Parkes

Chartered MCSI

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.

aparkes larger
01603 595960 ext 841 Norwich Office
Ashlea
Ashlea Holmes Trainee 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...
Ashlea

Ashlea Holmes

Trainee 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.

Ashlea
01603 595960 Ext 853 Gorleston Office
Atlanta
Atlanta Searle Trainee Personal Assistant to Mark Wallis
Atlanta joined Finance Shop in August 2018 as a Trainee Personal Assistant. Atlanta has always known she wanted to join the financial industry and would like...
Atlanta

Atlanta Searle

Trainee Personal Assistant to Mark Wallis

Atlanta joined Finance Shop in August 2018 as a Trainee Personal Assistant. Atlanta has always known she wanted to join the financial industry and would like to train to become a Financial Adviser one day. Atlanta is very keen to expand her knowledge and to progress within the company.

Outside of work Atlanta likes to spend time with family and friends. Atlanta is also studying Business Management BA (Hons) part time with The Open University and has taken the financial route of this study.

Atlanta
01603 595960 Ext 850 Norwich Office
cgoodrum
Charley Goodrum Trainee Personal Assistant
Charley started as an apprentice in January 2016 having decided on a career in finance after leaving school. Charley has since completed her apprenticeship and is...
cgoodrum

Charley Goodrum

Trainee Personal Assistant

Charley started as an apprentice in January 2016 having decided on a career in finance after leaving school. Charley has since completed her apprenticeship and is now training as a Personal Assistant. Charley is looking forward to widening her knowledge and skills within the industry.

cgoodrum
01603 595960 ext 817 Norwich Office
charlottelovett
Charlotte Lovett Trainee Personal Assistant to Nick Buchan
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...
charlottelovett

Charlotte Lovett

Trainee Personal Assistant to Nick Buchan

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.

charlottelovett
01603 595960 Ext 843 Norwich Office
chrismallett
Chris Mallett 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...
chrismallett

Chris Mallett

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.

chrismallett
01603 595960 ext 835 Norwich Office
chriswilkinson
Chris Wilkinson 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...
chriswilkinson

Chris Wilkinson

DipPFS

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.

chriswilkinson
01603 595960 ext 801 Gorleston Office
clarefloat
Clare Foat 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...
clarefloat

Clare Foat

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.

clarefloat
01603 595960 ext 860 Norwich Office
Connor
Connor Harbord Apprentice Accounts Assistant
After two years at East Norfolk Sixth Form, Connor Joined Finance Shop in April 2018 as an Apprentice Accounts Assistant. Connor is keen to pursue a...
Connor

Connor Harbord

Apprentice Accounts Assistant

After two years at East Norfolk Sixth Form, Connor Joined Finance Shop in April 2018 as an Apprentice Accounts Assistant. Connor is keen to pursue a career in the financial industry, whilst also flourishing at the opportunity to learn more and face new challenges.

Outside of work, Connor enjoys playing squash and most other sports. He also enjoys socialising with friends and family.

Connor
01603 595960 Ext 846 Gorleston Office
davidgroves
David Groves Independent Financial Adviser
David has had 27 years in the financial services industry working in the areas of pension planning and investments. David has recently joined Finance Shop as an...
davidgroves

David Groves

DipFA

Independent Financial Adviser

David has had 27 years in the financial services industry working in the areas of pension planning and investments.

David has recently joined Finance Shop as an Independent Financial Adviser, recognising the value of independent advice we provide to our clients. David aims to develop long term relationships with clients to help meet their financial goals and aspirations.

Outside of work David enjoys travel, football and history.

davidgroves
01603 595960 Ext 826 Norwich Office
donnamcelroy
Donna McElroy 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...
donnamcelroy

Donna McElroy

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.

donnamcelroy
01603 595960 ext 812 Gorleston Office
emmastone
Emma Stone 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...
emmastone

Emma Stone

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.

emmastone
01603 595960 ext 837 Norwich Office
harveydebenham
Harvey Debenham Administration Assistant
After taking Business Studies at Hartismere Sixth Form College, Harvey joined Finance Shop in July 2016 as an Apprentice, as he was keen to develop his...
harveydebenham

Harvey Debenham

Administration Assistant

After taking Business Studies at Hartismere Sixth Form College, Harvey joined Finance Shop in July 2016 as an Apprentice, as he was keen to develop his knowledge in the financial services industry. Harvey currently works as an Administration Assistant in Nick Buchan’s team.

Outside of work, Harvey enjoys watching and playing football whenever he can and socialising with his friends.

harveydebenham
01603 595960 ext 870 Norwich Office
Iona
Iona De Wal Paraplanner
Iona joined the Finance Shop in 2017 as a PA to Nick Buchan. Iona has since become a Trainee Paraplanner having completed her Diploma for Financial...
Iona

Iona De Wal

Paraplanner

Iona joined the Finance Shop in 2017 as a PA to Nick Buchan. Iona has since become a Trainee Paraplanner having completed her Diploma for Financial Advisers qualification. Iona graduated from the University of Glasgow with a Master’s degree in Economics and always wanted to pursue a career in Financial Services. Iona worked in insurance and Financial Services and has previously advised on Mortgage and Protection products.

Outside of work Iona enjoys playing Tennis, Kite Surfing and spending time friends and family.

Iona
01603 595960 Ext 832 Norwich Office
Jess
Jessica Vince 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...
Jess

Jessica Vince

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.

Jess
01603 595960 Ext 848 Gorleston Office
jimcrawley
Jim Crawley Mortgage Consultant
Jim joined Finance Shop in January 1995, following over 20 years banking experience with 2 High Street banks, where he held various management positions. Based in...
jimcrawley

Jim Crawley

Cert PFS

Mortgage Consultant

Jim joined Finance Shop in January 1995, following over 20 years banking experience with 2 High Street banks, where he held various management positions. 

Based in our Gorleston office, he specialises in the mortgage side of the business, calling upon 20 + years experience in the independent mortgage market.

jimcrawley
01603 595960 ext 813 Gorleston Office
jdudley
Jo Dudley Personal Assistant to Andy Cunningham
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,...
jdudley

Jo Dudley

Personal Assistant to Andy Cunningham

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.

jdudley
01603 595960 ext 819 Lowestoft Office
kbellamy
Kate Bellamy Trainee Personal Assistant
Kate joined Finance Shop in April 2016 as an Apprentice Administration Assistant after finishing a business qualification at Great Yarmouth College. She was keen to start...
kbellamy

Kate Bellamy

Trainee Personal Assistant

Kate joined Finance Shop in April 2016 as an Apprentice Administration Assistant after finishing a business qualification at Great Yarmouth College. She was keen to start a new career in the financial services industry that will allow her to progress into many different routes. Kate has since successfully completed her apprenticeship and has taken up the role Trainee Personal Assistant to Scott Oliver.

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

kbellamy
01603 595960 ext 825 Norwich Office
louisewright
Louise Wright 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...
louisewright

Louise Wright

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.

louisewright
01603 595963 Ext 838 Norwich Office
markwallis
Mark Wallis 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...
markwallis

Mark Wallis

DipPFS

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.

markwallis
01603 595960 ext 803 Gorleston Office
Megan
Megan Michalski Trainee Personal Assistant
Megan joined Finance Shop in May 2018 as a Trainee Personal Assistant, having spent the last couple of years working in Mortgages and Insurance. Megan is...
Megan

Megan Michalski

Trainee Personal Assistant

Megan joined Finance Shop in May 2018 as a Trainee Personal Assistant, having spent the last couple of years working in Mortgages and Insurance. Megan is keen to expand her knowledge within the financial industry and progress within the company. Outside of work Megan enjoys horse riding, spending time with family and friends and visiting new countries.

Megan
01603 595960 Ext 847 Gorleston Office
michaelnichols
Michael Nichols Wealth Management Team Leader
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...
michaelnichols

Michael Nichols

Wealth Management Team Leader

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.

michaelnichols
01603 595960 ext 852 Norwich Office
michellelenton
Michelle Lenton Senior Co-ordinator | Tax Planning Solutions
Michelle joined Finance Shop in January 2011, and currently works on the administration side in Nick Buchan’s team. Before joining she had taken time out to...
michellelenton

Michelle Lenton

Senior Co-ordinator | Tax Planning Solutions

Michelle joined Finance Shop in January 2011, and currently works on the administration side in Nick Buchan’s team. Before joining she had taken time out to bring up her two children, and previously to this Michelle worked for a Building Society as Deputy Controls Manager, dealing with all of the Society’s bank accounts and back office Treasury functions.

michellelenton
01603 595963 Ext 833 Norwich Office
mikeharvey
Mike Harvey Assistant Compliance Officer
Mike joined Finance Shop in 1997, following 8 years working as a District Agent for a large insurance company, where he gained a solid grounding in...
mikeharvey

Mike Harvey

Assistant Compliance Officer

Mike joined Finance Shop in 1997, following 8 years working as a District Agent for a large insurance company, where he gained a solid grounding in the areas of personal insurances, pensions and investments. The move was a natural progression so he could offer clients independent financial advice and a more comprehensive service. Mike has gained considerable experience during his time with Finance Shop, having worked on both the advising and support side, and more recently by moving in to a full time compliance role.

mikeharvey
01603 595960 ext 831 Gorleston Office
naomijenkinson
Naomi Jenkinson Senior Personal Assistant to Nick Buchan
Naomi started at Finance Shop in August 2013 as an apprentice Administration Assistant after completing her A-Levels at Sixth Form. She was keen to start a...
naomijenkinson

Naomi Jenkinson

Senior Personal Assistant to Nick Buchan

Naomi started at Finance Shop in August 2013 as an apprentice Administration Assistant after completing her A-Levels at Sixth Form. She was keen to start a career where there was the option to work her way up and progress, so from enjoying ICT and wanting to develop her knowledge in the financial services industry, she applied for the role.

Having successfully completed the apprentice scheme, Naomi was promoted to a Personal Assistant working within Nick Buchan’s team. Naomi is now studying for her Diploma for Financial Advisers qualification.

Outside of work Naomi enjoys spending time with her friends, whether it’s shopping, swimming or going out to her favourite restaurants.

naomijenkinson
01603 595960 Ext 807 Norwich Office
Tash
Natasha Nicholls Trainee Personal Assistant to Nick Buchan
Tash joined Finance shop in March 2018 as a Trainee Personal Assistant to Nick Buchan, having recently relocated to Norfolk. She previously worked for HM Land...
Tash

Natasha Nicholls

Trainee Personal Assistant to Nick Buchan

Tash joined Finance shop in March 2018 as a Trainee Personal Assistant to Nick Buchan, having recently relocated to Norfolk. She previously worked for HM Land Registry where she became an Executive Registration Officer after successfully completing her Business Administration Apprenticeship. Tash is keen to widen her knowledge and skills within the industry.

 Outside of work Tash enjoys spending time with family and friends, going to the theatre and performing in bands and musical theatre productions.

Tash
01603 595960 Ext 845 Norwich Office
nburchan larger
Nick Buchan 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...
nburchan larger

Nick Buchan

DipPFS

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.

nburchan larger
01603 595963 Norwich Office
nickmanning
Nick Manning Independent Financial Adviser
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...
nickmanning

Nick Manning

DipPFS

Independent Financial Adviser

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.

nickmanning
01603 595960 ext 802 Lowestoft Office
Oscar
Oscar Whittaker Apprentice Administration Assistant
Oscar is currently working as an Apprentice Administration Assistant in Nick’s team, after joining Finance Shop in July 2018. Oscar has always been interested in pursuing...
Oscar

Oscar Whittaker

Apprentice Administration Assistant

Oscar is currently working as an Apprentice Administration Assistant in Nick’s team, after joining Finance Shop in July 2018. Oscar has always been interested in pursuing a career in the finance industry, having studied maths and economics at a local college. He hopes the combination of skills gained will help him progress quickly within the industry. Oscar is hoping to learn more about financial planning and gain further qualifications in the near future.

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

Oscar
01603 595960 Ext 844 Gorleston Office
petrahodson
Petra Hodson Senior Personal Assistant to Nick Buchan
Petra joined Finance Shop in April 2014, however after 8 months decided to take a 6 month break to travel around the world, returning to Finance...
petrahodson

Petra Hodson

Senior Personal Assistant to Nick Buchan

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

During her time in the industry Petra has dealt with customers on a daily basis, which has included processing pension business for Group Personal Pensions and dealing with Pension Auto-Enrolment. Petra is one of a team of Personal Assistant’s to Nick Buchan who liaise with clients and assist Nick with the preparation and research involved in providing independent financial advice to clients.

petrahodson
01603 595960 ext 821 Norwich Office
poppypitts
Poppy Pitts 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...
poppypitts

Poppy Pitts

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.

poppypitts
01603 595960 ext 863 Gorleston Office
reaganrogers
Reagan Rogers Personal Assistant to Scott Oliver
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...
reaganrogers

Reagan Rogers

Personal Assistant to Scott Oliver

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.

reaganrogers
01603 595960 ext 818 Norwich Office
rebeccamoyse
Rebecca Moyse Personal Assistant to Andy Parkes
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...
rebeccamoyse

Rebecca Moyse

Personal Assistant to Andy Parkes

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

rebeccamoyse
01603 595960 ext 820 Norwich Office
Richard
Richard Garwood 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,...
Richard

Richard Garwood

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.

Richard
01603 595960 ext 805 Norwich Office
Ryan
Ryan Thomas Apprentice Administration Assistant
Ryan joined the Finance Shop in April 2018 in Scott’s Support Team, having completed his Mathematics degree a year prior. Ryan joined as an apprentice, looking...
Ryan

Ryan Thomas

Apprentice Administration Assistant

Ryan joined the Finance Shop in April 2018 in Scott’s Support Team, having completed his Mathematics degree a year prior. Ryan joined as an apprentice, looking to put his degree to good use, while also learning new skills in the financial services industry.

Outside of work, Ryan enjoys playing video games and socialising with his friends whenever he can.

Ryan
01603 595960 Ext 839 Norwich Office
samruskin
Sam Ruskin Practice Manager
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...
samruskin

Sam Ruskin

Practice Manager

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.

samruskin
01603 595960 ext 861 Gorleston Office
samanthaballs
Samantha Balls 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...
samanthaballs

Samantha Balls

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.

samanthaballs
01603 595960 ext 809 Gorleston Office
Scott
Scott Oliver Director
Scott has been a financial adviser for over 20 years, joining Finance Shop in 2002. The main appeal for him in was the ability to give...
Scott

Scott Oliver

DipPFS

Director

Scott has been a financial adviser for over 20 years, joining Finance Shop in 2002. The main appeal for him in was the ability to give truly independent advice and a quality on-going service to his clients. Now a Director in the company, Scott was instrumental in developing the highly successful Wealth Management service, which now manages over £300 million in client assets.

Scott is currently working towards obtaining Chartered status and is a member of the Finance Shop Investment Committee. He enjoys advising individuals on all aspects of their financial planning, and in particular, demystifying money to enable clients to enjoy life without any financial worries.

Married with two teenage daughters, Scott enjoys travel and football.

Scott
01603 595964 Norwich Office
tinafeltham
Tina Feltham-Pye Personal Assistant to Nick Buchan
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...
tinafeltham

Tina Feltham-Pye

Personal Assistant to Nick Buchan

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

tinafeltham
01603 595960 Ext 814 Norwich Office
tomsargent
Tom Sargent Accounts Assistant
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...
tomsargent

Tom Sargent

Accounts Assistant

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.

tomsargent
tsargent@fs-ifa.com Gorleston Office
traceybird
Tracey Bird 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...
traceybird

Tracey Bird

DipPFS

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.

traceybird
01603 595960 ext 829 07515771742 Lowestoft Office
Travis
Travis Thompson Apprentice Administration Assistant
Travis started working at Finance Shop as an apprentice administration assistant in August 2018 following his passion for finance and mathematics. Travis works within the investment...
Travis

Travis Thompson

Apprentice Administration Assistant

Travis started working at Finance Shop as an apprentice administration assistant in August 2018 following his passion for finance and mathematics. Travis works within the investment operations team and is hoping to develop a career in statistics within the company.

In his spare time Travis enjoys cycling and working on his custom built PC at home

Travis
01603 595960 Ext 851 Norwich Office
trevorjacklin
Trevor Jacklin 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...
trevorjacklin

Trevor Jacklin

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.

trevorjacklin
01603 595960 ext 811 Gorleston Office
victoriabaker
Victoria Baker Trainee Personal Assistant to Nick Buchan
Tori started working at the Finance Shop in November 2017 as a Trainee Personal Assistant. She previously graduated from an Executive PA Diploma course in Oxford...
victoriabaker

Victoria Baker

Trainee Personal Assistant to Nick Buchan

Tori started working at the Finance Shop in November 2017 as a Trainee Personal Assistant. She previously graduated from an Executive PA Diploma course in Oxford as an alternative to going to university and is now training to become a Personal Assistant to Nick Buchan.

In Tori’s free time she plays hockey for her local hockey club and is currently taking a Bookkeeping course.

victoriabaker
01603 595960 Ext 828 Norwich Office
victoriamallett
Victoria Mallett 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...
victoriamallett

Victoria Mallett

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 daughter on family adventures. Along with holidays and trips away with close friends and family.

victoriamallett
01603 595960 Ext 822 Gorleston Office