Consultants

Team Members

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
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
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
Athena
Athena Mills Mortgage Adviser
Athena joined Finance Shop in July 2021 as a Personal Assistant after 4 years’ experience in the industry. Since joining Finance Shop, she has completed both...
Athena

Athena Mills

DipFA CeMAP

Mortgage Adviser

Athena joined Finance Shop in July 2021 as a Personal Assistant after 4 years’ experience in the industry. Since joining Finance Shop, she has completed both the Diploma for Financial Advisers (DipFA) and Certificate in Mortgage Advice and Practice (CeMAP).

Athena has since been promoted to Mortgage Adviser and is based in our Great Yarmouth office. Athena is keen to build strong relationships with her clients, by providing an excellent level of service and always putting their interests first.

Athena hopes to further her knowledge in the industry by completing the Level 6 Diploma in Financial Advice, leading towards Chartered status.

In her spare time, you will find Athena with (or talking about) her dog, Hugo, or training in the gym.

Athena
01603 595960 Ext 847 07769383452