Nick Buchan's Support Team

Team Manager

louisewright
Louise Wright Team Manager (Nick Buchan)
After taking a career break to have children, Louise decided to change direction and in 2008 she took the exams needed to qualify as a Financial...
louisewright

Louise Wright

Team Manager (Nick Buchan)

After taking a career break to have children, Louise decided to change direction and in 2008 she took the exams needed to qualify as a Financial Adviser. She joined Finance Shop in January 2009 and, after initially working as an Adviser dealing in investments and pensions, Louise moved to our Norwich office in September 2010 to work as a Personal Assistant to Nick Buchan. Louise is now Team Leader to Nick’s PA’s and administration support staff.

louisewright
01603 595963 Ext 838 Norwich Office

Team Members

Oscar3
Oscar Whittaker Personal Assistant to Nick Buchan
Oscar is currently working as a Trainee Personal Assistant in Nick’s team, after joining Finance Shop in July 2018 as an Apprentice. Oscar has always been...
Oscar3

Oscar Whittaker

Personal Assistant to Nick Buchan

Oscar is currently working as a Trainee Personal Assistant in Nick’s team, after joining Finance Shop in July 2018 as an Apprentice. Oscar has always been interested in pursuing a career in the finance industry, having studied finance at a local college from which he was offered a scholarship from the London Institute of Banking and Finance. Oscar 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 he enjoys playing and watching football, socialising with friends and family and travelling to different parts of the world.

Oscar3
01603 595960 Ext 844
Aaron
Aaron Roe FS Pro | Client Liaison Officer
Aaron played football for numerous clubs at academy level including Leicester City, before joining Finance Shop in 2016. Following his passion for football, Aaron now manages...
Aaron

Aaron Roe

FS Pro | Client Liaison Officer

Aaron played football for numerous clubs at academy level including Leicester City, before joining Finance Shop in 2016. 

Following his passion for football, Aaron now manages client relationships in our FS Pro division, dealing with high net worth clients, and in particular, professional sports people.

Aaron is a passionate Arsenal fan and in his spare time he continues to play and watch football at every opportunity. Aaron also spends plenty of time socialising with friends and family.

Aaron
01603 595960 ext 830 Norwich Office
Zoe S
Zoe Skippings Apprentice Administration Assistance
Zoe started working at Finance Shop in April 2021 as an Apprentice Administration Assistant. She previously graduated with a BA in Economics with Maths and is...
Zoe S

Zoe Skippings

Apprentice Administration Assistance

Zoe started working at Finance Shop in April 2021 as an Apprentice Administration Assistant. She previously graduated with a BA in Economics with Maths and is keen to apply what she has learned to her new role, as well as widen her knowledge about the industry.

In her free time she enjoys learning Chinese, playing badminton and spending time with friends.

Zoe S
01603 595960 Ext 816
Tom M
Tom Mitchell Client Relationship Manager
Tom joined the Finance Shop in 2021 as a Client Relationship Executive, having previously worked for a local stockbroking firm where he gained valuable industry experience...
Tom M

Tom Mitchell

Chartered MCSI

Client Relationship Manager

Tom joined the Finance Shop in 2021 as a Client Relationship Executive, having previously worked for a local stockbroking firm where he gained valuable industry experience and completed all the required professional stockbroking exams successfully reaching Chartered Wealth Manager status. Tom is now looking to put his qualifications and stockbroking experience to use by providing financial advice to clients and hopes to develop a long-term career at the Finance Shop. 

Tom grew up locally having gained his A-levels at East Norfolk Sixth Form College, and then went on to study Economics and Business Finance at the University of East Anglia where he achieved a First-Class Honours degree. After graduating, Tom took a year out to travel the world before returning to Norfolk to pursue a career in the Finance sector.

Outside of work, Tom enjoys playing a number of sports including Golf, Tennis and Football, and also loves to travel and spend time with his friends and family.

Tom M
01603 595960 Ext: 846
finance shop default logo
Chloe Southernwood Trainee Personal Assistant
Chloe joined Finance Shop in January 2022 as a Trainee Personal Assistant to Nick Buchan. After a number of years in a managerial role in the hospitality...

Chloe Southernwood

Trainee Personal Assistant

Chloe joined Finance Shop in January 2022 as a Trainee Personal Assistant to Nick Buchan.

After a number of years in a managerial role in the hospitality sector, Chloe is keen to apply her customer service and administration skills to the Personal Assistant position. Chloe plans to broaden her skills and understanding of the finance industry.

In her spare time, Chloe enjoys going to the theatre, socialising and travelling.

01603 595960 Ext. 851 Norwich Office
Charley L 2
Charlotte Lovett Senior Personal Assistant to Nick Buchan
Charlotte joined the Finance Shop in December 2017 as a Trainee Personal Assistant to Nick Buchan. Charlotte is keen to pursue a career within the financial...
Charley L 2

Charlotte Lovett

Senior Personal Assistant to Nick Buchan

Charlotte joined the Finance Shop in December 2017 as a Trainee Personal Assistant to Nick Buchan. Charlotte is keen to pursue a career within the financial services industry and is eager to learn more. Charlotte enjoys spending quality time with her family, travelling abroad and socialising.

Charley L 2
01603 595960 Ext 843 Norwich Office
Iona 2
Iona De Wal Client Relationship Manager
Iona joined the Finance Shop in 2017 initially as a PA to Nick Buchan. Iona then progressed to become the first Paraplanner for Finance Shop after...
Iona 2

Iona De Wal

DipFA CertLTCP PETR

Client Relationship Manager

Iona joined the Finance Shop in 2017 initially as a PA to Nick Buchan. Iona then progressed to become the first Paraplanner for Finance Shop after completing her Diploma for Financial Advisers qualification later the same year. Iona now supports Nick in providing advice on Retirement, Investment & Tax Planning solutions and also manages a number of Group Pension Schemes on Nick’s behalf.

Iona is originally from the west coast of Scotland and graduated from the University of Glasgow with a Masters degree in Economics. Iona has worked in Insurance and Financial Services for over five years and has previously advised on Mortgage and Protection products.

Iona has always wanted to pursue a career in Financial Services and is now working towards Chartered status.

Outside of work, Iona enjoys playing Tennis and spending time with her friends and family.

Iona 2
01603 595960 Ext 832 07384257183 Norwich Office
Michelle
Michelle Lofts Private Equity Administration Manager
Michelle has been working in the financial sector since 1990, having previously worked for a building society. After taking a career break to bring up her...
Michelle

Michelle Lofts

Private Equity Administration Manager

Michelle has been working in the financial sector since 1990, having previously worked for a building society. After taking a career break to bring up her two children, she joined Finance Shop in 2011.

Michelle has undertaken various roles since joining, but in 2017 she helped set up FS Ventures, which she continues to look after and is expanding year on year.

In her spare time she enjoys Kettlercise, Boxing, Metafit and going to the gym and getting out on the golf course.

Michelle
01603 595963 Ext 833 Norwich Office
Naomi
Naomi Jenkinson Client Relationship Manager
Naomi started at Finance Shop in August 2013 as an Apprentice Administration Assistant. She was keen to start a career where there was the option to...
Naomi

Naomi Jenkinson

DipFA

Client Relationship Manager

Naomi started at Finance Shop in August 2013 as an Apprentice Administration Assistant. She was keen to start a career where there was the option to work her way up and progress.

Having successfully completed the Apprenticeship, Naomi was promoted to a Personal Assistant working within Nick Buchan’s team. In 2019, Naomi completed the Diploma for Financial Advisers qualification and is now a Client Relationship Manager, working closely with Nick and Scott.

Outside of work Naomi enjoys shopping, going to the gym and spending time with her family and friends.

Naomi
01603 595960 Ext 807 07467789546 Norwich Office
Petra
Petra Hodson Client Relationship Manager
Petra joined Finance Shop in April 2014 and after a 6 month break to travel around the world, returned to Finance Shop in June 2015. Previously,...
Petra

Petra Hodson

CertPFS (Paraplanning)

Client Relationship Manager

Petra joined Finance Shop in April 2014 and after a 6 month break to travel around the world, returned to Finance Shop in June 2015. Previously, Petra spent 8 years working for a local insurance company as a Customer Service Team Leader.

Petra spent the first 5 years in Nick Buchan’s team as a Personal Assistant before completing the CertPFS qualification in Paraplanning in 2021. Petra is now one of Nick’s Client Relationship Managers, supporting Nick in providing advice on Retirement, Investment and Tax Planning.

Outside of work Petra enjoys her holidays, mainly based around scuba diving.

 

Petra
01603 595960 ext 821 07467789573 Norwich Office
tinafeltham
Tina Feltham-Pye Private Equity Senior Administrator
Tina has worked in financial services for thirteen years gaining experience in mortgages and business banking. Tina is keen to widen her skills and knowledge within...
tinafeltham

Tina Feltham-Pye

Private Equity Senior Administrator

Tina has worked in financial services for thirteen years gaining experience in mortgages and business banking. Tina is keen to widen her skills and knowledge within the industry.

In Tina's spare time she enjoys cycling around Norfolk and hiking in the Lake District

tinafeltham
01603 595960 Ext 814 Norwich Office
Tori
Victoria Baker Senior Personal Assistant to Nick Buchan
Tori joined Finance Shop in November 2017 after graduating from an Executive PA Diploma course in Oxford, as an alternative to going to University. Tori works...
Tori

Victoria Baker

Senior Personal Assistant to Nick Buchan

Tori joined Finance Shop in November 2017 after graduating from an Executive PA Diploma course in Oxford, as an alternative to going to University. Tori works as one of Nick Buchan’s Personal Assistants, supporting Nick with the preparation and arrangement of financial planning for his Discretionary Portfolio Management clients.

In Tori’s free time she plays hockey for her local hockey club and enjoys playing tennis with friends.

Tori
01603 595960 Ext 828 Norwich Office