Compliance
Team Manager
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.
Emma Stone
DipPFSCompliance Officer
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.
Team Members
Mike Harvey
APFSAssistant 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.
Zoe Knell
CeMAPCompliance 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.
