Andy is a Chartered Financial Planner and a Fellow of the Personal Finance Society. Andy joined Finance Shop in January 2003, after working as an Adviser with a High Street bank for over 15 years. He advises on all aspects of financial planning, including investments, pensions, mortgages and equity release. He has advanced level qualifications in pensions, investment planning, taxation and trusts, and is a fully accredited member of the Society of Later Life Advisers (SOLLA). He is also an Affiliate member of the Society for Trusts and Estate Practitioners (STEP) having achieved a distinction in the STEP Certificate for Financial Services (Trusts and Estate Planning) qualification.
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.
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.
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.
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.