Trainee Personal Assistant
Charley started as an apprentice in January 2016 having decided on a career in finance after leaving school. Charley has since completed her apprenticeship and is now training as a Personal Assistant. Charley is looking forward to widening her knowledge and skills within the industry.
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.
Independent Financial Adviser
David has had 27 years in the financial services industry working in the areas of pension planning and investments.
David has recently joined Finance Shop as an Independent Financial Adviser, recognising the value of independent advice we provide to our clients. David aims to develop long term relationships with clients to help meet their financial goals and aspirations.
Outside of work David enjoys travel, football and history.
Donna joined Finance Shop in September 2010 after several years working as a personal clerk for a large retailer. Donna’s role was originally Accounts Assistant, however she has since progressed to Accounts Manager and has completed a Diploma in Accountancy. Donna manages the Accounts and Commissions team, and deals with the day to day accounts tasks for the company.
Jim joined Finance Shop in January 1995, following over 20 years banking experience with 2 High Street banks, where he held various management positions.
Based in our Gorleston office, he specialises in the mortgage side of the business, calling upon 20 + years experience in the independent mortgage market.
After completing A-Levels in 1988, Mark joined a high street bank, where he progressed to become an adviser working in the areas of pensions, protection and investments. In May 2005 he decided to broaden his horizons and joined Finance Shop as an Independent Financial Adviser. Having gained his Financial Diploma in 2012, and with 25+ years experience in financial services, Mark offers down to earth friendly advice to all types of clients in all aspects of financial planning.
Team Manager (Consultants)
Poppy joined Finance Shop in July 2015 as an Apprentice Administration Assistant after deciding on a change of career path from the Pharmaceutical Industry.
Poppy’s role was originally Apprentice Administration Assistant, however she was promoted to a Trainee Personal Assistant working within Nick Buchan’s team. After completing her training and progressing to Personal Assistant, Poppy was promoted to a team manager and now leads a team of her own.
Poppy enjoys spending time with her family and friends outside of work.
Sam joined Finance Shop in July 2010 following over thirteen years with a high street bank working in business risk and the retail sector. As the Practice Manager she is responsible for running the day to day operational aspects of the business, and the Human Resources side. Her experience also extends to managing payroll, pensions, staff benefits and recruitment.
Samantha previously worked for a high street bank, and after taking time out to have a family she joined Finance Shop in December 2008, initially as a part time Customer Service Assistant for a building society agency we held at the time. When this closed and we took on an agency for the Ipswich Building Society, Sam continued to work on this side of the business.
More recently Samantha has been working in our Accounts department and on the administration side of the firm.
In her spare time she enjoys watching a variety of shows and socialising with family and friends.
After leaving college at 18, Tom worked as a Team Leader at the Co-op supermarket in Loddon and Blofield. He was looking to start a new career in finance so began studying for the AAT qualification. He joined Finance Shop as an Apprentice Accounts Assistant in May 2017 and is keen to learn more about the financial services industry and accounting.
Outside of work. Tom enjoys playing football, watching most sports and going to live music events.
Senior Personal Assistant
Vic started working for Finance Shop in December 2005 as a full time Administration Assistant. Just over a year after joining the company Vic was promoted to a Personal Assistant. Vic continued in this role until she left to have a baby girl in May 2016. After a years maternity leave, Vic returned to work within the Consultants team and has since become a Senior member of the team with her many years of experience.
Outside of work Vic enjoys spending time with her husband and daughter on family adventures. Along with holidays and trips away with close friends and family.
Apprentice Accounts Assistant
After two years at East Norfolk Sixth Form, Connor Joined Finance Shop in April 2018 as an Apprentice Accounts Assistant. Connor is keen to pursue a career in the financial industry, whilst also flourishing at the opportunity to learn more and face new challenges.
Outside of work, Connor enjoys playing squash and most other sports. He also enjoys socialising with friends and family.
Jess joined Finance Shop in June 2018 as an Accounts Assistant. After working in a high street bank for 7 years she decided to pursue a career in accounts. Jess is looking forward to gaining more knowledge and hopefully working towards an AAT qualification in the future.
Outside of work Jess spends her time with her children and enjoys days out together.
Apprentice Administration Assistant
Adam joined Finance Shop in June 2018, after completing a finance course at a local college. Adam enjoyed his finance course so decided he wanted to pursue a career in the finance industry at Finance Shop. Adam is hoping to gain further experience and qualifications soon.
Outside of work Adam enjoys going to the gym, going to new places and spending time with friends and family.
Trainee Personal Assistant to Mark Wallis
Atlanta joined Finance Shop in August 2018 as a Trainee Personal Assistant. Atlanta has always known she wanted to join the financial industry and would like to train to become a Financial Adviser one day. Atlanta is very keen to expand her knowledge and to progress within the company.
Outside of work Atlanta likes to spend time with family and friends. Atlanta is also studying Business Management BA (Hons) part time with The Open University and has taken the financial route of this study.