Lowestoft

Team Members

Andy C 2
Andy Cunningham Associate Director
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...
Andy C 2

Andy Cunningham

FPFS

Associate Director

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.

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Andy C 2
01603 595960 ext 824 Lowestoft 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
trevorjacklin
Trevor Jacklin Compliance Officer
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...
trevorjacklin

Trevor Jacklin

Compliance Officer

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.

trevorjacklin
01603 595960 ext 811 Lowestoft Office
mikeharvey
Mike Harvey 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...
mikeharvey

Mike Harvey

APFS

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.

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mikeharvey
01603 595960 ext 831 Lowestoft Office
Zoe 2
Zoe Knell Compliance Administrator
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...
Zoe 2

Zoe Knell

CeMAP

Compliance Administrator

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.

Zoe 2
01603 595960 Ext 810