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.
Personal Assistant to Andy Cunningham
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.
Independent Financial Adviser
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.
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, following 8 years working as a District Agent for a large insurance company, where he gained a solid grounding in the areas of personal insurances, pensions and investments. The move was a natural progression so he could offer clients independent financial advice and a more comprehensive service. Mike has gained considerable experience during his time with Finance Shop, having worked on both the advising and support side, and more recently by moving in to a full time compliance role.
Trainee Personal Assistant
Megan joined Finance Shop in May 2018 as a Trainee Personal Assistant, having spent the last couple of years working in Mortgages and Insurance. Megan is keen to expand her knowledge within the financial industry and progress within the company. Outside of work Megan enjoys horse riding, spending time with family and friends and visiting new countries.