Charley joined Finance Shop in January 2016 after deciding on a career in the finance industry. She has worked her way up to a Personal Assistant and now works part time within the consultants team and is enjoying widening her skills and knowledge in the industry.
In her spare time she enjoys nights out with friends and spends most of her time with her family.
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.
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.
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 two daughters on family adventures. Along with holidays and trips away with close 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.
Trainee Personal 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 has passed his R01 and R04 exams since joining Finance Shop and continues to gain plenty of knowledge to aid his progression in the industry.
Outside of work Adam enjoys going to the gym, travelling, photography and spending time with friends and family,
Senior Personal Assistant
After working in the Health and Social sector for a number of years, Ashlea joined Finance Shop in 2018 and is keen to develop her knowledge and skills in the financial services industry. Finance has always been one of Ashlea's interests, so this role has given Ashlea an opportunity to further her career in a new direction.
In her spare time she enjoy spending time with family and friends, cooking and football.
Bailey joined the Finance Shop in May 2021 as an Apprentice Administration Assistant, after completing her studies at East Norfolk Sixth Form. Bailey is keen to pursue a career within the financial services industry.
In her spare time, she enjoys reading and spending time with her family.
Nick has been dealing face to face with clients in the financial services industry since 2002, during which time he has worked for a high street bank in a number of positions, and as a fully qualified Financial Adviser since 2010.
Nick joined Finance Shop in 2013 as an Independent Financial Adviser and his aim is to develop long term relationships with new and existing clients, and to help them meet their financial goals and aspirations.
Away from work Nick enjoys keeping active and spending time with his family.
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.
Senior Personal Assistant
Jo started working for Finance Shop in October 2003 as a full time Administration Assistant in the Gorleston office and was promoted to a Personal Assistant, working for Paul Dashwood for a number of years. Jo now works part time as a Personal Assistant to Andy Cunningham in our Lowestoft Office.
Outside of work Jo enjoys spending time with her family - especially family holidays, yoga and visiting her favourite restaurants.