Client Relationship Managers

Team Members

Iona 2
Iona De Wal 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...
Iona 2

Iona De Wal

DipFA CertLTCP PETR

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.

Iona 2
01603 595960 Ext 832 07384257183 Norwich Office
Naomi
Naomi Jenkinson 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...
Naomi

Naomi Jenkinson

DipFA

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.

Naomi
01603 595960 Ext 807 07467789546 Norwich Office
Petra
Petra Hodson 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

Petra Hodson

CertPFS (Paraplanning)

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.

 

Petra
01603 595960 ext 821 07467789573 Norwich Office
Tom M
Tom Mitchell Client Relationship Executive
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...
Tom M

Tom Mitchell

Chartered MCSI

Client Relationship Executive

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.

Tom M
01603 595960 Ext: 846