Compliance

Team Members

mikeharvey
Mike Harvey 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...
mikeharvey

Mike Harvey

APFS

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.

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mikeharvey
01603 595960 ext 831 Lowestoft 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 Lowestoft Office
Zoe 2
Zoe Knell 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...
Zoe 2

Zoe Knell

CeMAP

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.

Zoe 2
01603 595960 Ext 810