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.
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.