Norwich

Aaron started at Finance Shop in 2016 as an Apprentice, having been eager to start a career in the Finance Industry.

Aaron has since become a Senior PA to Nick Buchan and has helped manage client relations within our FS Pro service, dealing with high net worth clients, and in particular, professional sports people. He is continuing to pursue a career in the financial services industry by working towards his DipFA qualification while gaining a wealth of experience in the industry.

In his spare time Aaron is a passionate Arsenal fan and he continues to play and watch football at every opportunity, while also spending time socialising with friends and family.

Chris joined Finance Shop in 2016, bringing a wealth of experience from his varied career. He began his professional journey as a chef, earning several qualifications in college and achieving an AA Rosette for his cuisine. Later, Chris transitioned to the IT industry, where he earned multiple Microsoft and CompTIA certifications. His dedication saw him rise to lead and manage a large outsourced IT support team, a role he held for several years. Since joining Finance Shop, Chris has also undertaken several CII exams and is working towards becoming diploma-qualified.

With a strong passion for leveraging technology to streamline processes and enhance outcomes, Chris plays a vital role in improving operational efficiency at Finance Shop. His responsibilities encompass HR, IT, and Operations, where his extensive expertise helps drive the business forward.

Outside of work, Chris is a keen sports enthusiast who regularly plays football, squash, and golf. He also values quality time with his young family, often enjoying fun-filled outings together.

Emma joined Finance Shop in September 2011, bringing with her several years of experience in the financial services industry. Initially, she served as a Wealth Management Administrator but quickly advanced to the role of Investment Operations Manager, where she oversaw the Wealth Management Team and managed client portfolios. In late 2018, Emma transitioned to managing the PA Team for one of the directors while pursuing her Diploma in Financial Planning. Her dedication and hard work led to her promotion to Compliance Officer, a role in which she enjoys the new direction of her career.

Outside of work, Emma enjoys keeping active, travelling, and spending time with her partner and children.

Iona joined the Finance Shop in 2017, bringing a wealth of experience from her previous role as a Senior Mortgage & Protection Adviser at a leading nationwide estate agency firm.

Later the same year, Iona became the first Paraplanner at the Finance Shop after completing her Diploma for Financial Advisers (DipFA), which enabled her to also offer expert financial advice in tax, investment and retirement planning. She went on to provide tailored advice to individual clients and manage several group pension schemes. In 2018, Iona advanced to Senior Paraplanner and became part of the Ventures Tax Planning team alongside Nick Buchan and Andy Parkes, specializing in Enterprise Investment Schemes and Venture Capital Trusts.

Iona further expanded her expertise by earning the Certificate in Long Term Care qualification (CertLTCP) in 2019, enabling her to advise on immediate needs annuity plans and completed the Pension Transfers qualification (PETR) in 2020, allowing her to provide advice on final salary pension schemes. Her role evolved to Client Relationship Manager in 2021 and to Independent Financial Adviser in 2024.

In 2025 Iona achieved Chartered status, completing the Advanced Diploma in Financial Advice (AdvDipFA) with the London Institute of Banking and Finance, becoming a Chartered Associate of the London Federation for Banking and Finance (ALFBF) and is a Certified Professional in Financial Advice (CPFA).

Originally from the west coast of Scotland, Iona holds a Master of Arts degree in Economics from the University of Glasgow. After relocating to England for her another role covering the Norfolk & Cambridge area, she eventually settled in Norfolk with her now husband, Matt, and their red fox Labrador, Baxter. Outside of work, Iona enjoys playing tennis, attending music festivals and kitesurfing. She is also an avid traveller, having recently honeymooned in Hong Kong and Borneo.

Kate joined Finance Shop in April 2016 as an Apprentice Administration Assistant after finishing a Business Administration qualification at a local college. She was keen to pursue a career within the financial services industry at Finance Shop. After completing her apprenticeship and training, Kate was promoted to Personal Assistant to Scott Oliver.

Outside of work, Kate enjoys socialising with her friends and family.

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.

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.

Having earned a full Diploma qualification in the summer of 2024, Oscar is now working as an adviser at Finance Shop.

Oscar began his journey with Finance Shop in July 2018 as an apprentice, quickly acquiring extensive knowledge that supported his career progression. His passion for the finance industry was evident early on, having studied finance at a local college, which led to a scholarship offer from the London Institute of Banking and Finance.

In his spare time, Oscar is a passionate Arsenal fan. When he's not watching football, he enjoys socialising with friends and family.

Ben joined Finance Shop in May 2021 as a PA to Scott Oliver, having previously worked in the retail industry across multiple departments for five years. Ben has since become a PA for Nick Buchan and is continuing to pursue a career in the financial services industry by working towards his DipPFS qualifications while gaining a wealth of experience in the industry as well as providing PA duties to both the Directors and Client Relationship Managers.

In his spare time, Ben has been studying for his private pilot's licence and is a keen traveller and adventure enthusiast, often combining the two.

Jasmine joined Finance Shop as a Trainee Personal Assistant in September 2024, following the completion of her Literature Degree at the University of East Anglia.

Jasmine previously worked in a management position in retail for several years, gaining invaluable work experience. Jasmine is eager to learn more about the financial industry and building a career with Finance Shop. 

Outside of work Jasmine is an avid reader and continues to try new hobbies, pursuing all experiences with enthusiasm.

After having worked in hospitality for 10 years and working her way up to a supervisory role, Gemma decided it was time to change career paths and try something new. She is looking forward to pursuing a career in finance, starting with the Trainee Personal Assistant position. Gemma hopes to work her way up, gaining as much knowledge as possible along the way.

Outside of work, Gemma likes to spend quality time with family and friends and in particular enjoys going on holidays, to concerts and out for meals.

After completing her college studies, Evie worked in both the hospitality sector and Careline services, gaining valuable experience. However, she decided it was time for a change and is eager to acquire financial knowledge. Evie is now working as a Trainee Personal Assistant and hopes to advance her career in the finance sector.

In her spare time, she loves to spend time with her family and friends, going on outings as well as relaxing at home.”

Naomi began her journey at Finance Shop in August 2013 as an Apprentice Administration Assistant, eager to embark on a career with opportunities for growth and advancement. After successfully completing her apprenticeship, she transitioned to the role of Personal Assistant within Nick Buchan’s team, eventually rising to become one of the senior members of the team. In 2019, Naomi achieved the Diploma for Financial Advisers qualification and subsequently took on the role of Client Relationship Manager, working closely with Nick and Scott to support them in providing client advice.

Naomi has since been promoted to Client Relationship Manager - Independent Financial Adviser, where she now offers guidance to help both new and existing clients achieve their financial goals. She is passionate about building long-lasting relationships with each client she meets. Currently, Naomi is studying to become a Chartered Financial Adviser, with just one more exam to complete.

Outside of work, Naomi enjoys staying active through walking, swimming, and attending exercise classes. She also cherishes spending time with her family and friends.

Petra joined Finance Shop in 2014. After a six-month break to fulfil her dream of travelling the world, she returned to Finance Shop in June 2015. Prior to that, she spent eight years as a Customer Service Team Leader at a local insurance company, where she honed her skills in client care and leadership.

In her first five years at Finance Shop, Petra worked as a Personal Assistant in Nick Buchan’s team. She achieved her CertPFS qualification in Paraplanning in 2021 and proudly completed the CertPFS Diploma in Regulated Financial Planning by 2023. Today, Petra is a Client Relationship Manager - Independent Financial Adviser. She specialises in Retirement, Investment, and Tax Planning solutions, and also manages several Group Pension Schemes.

What sets Petra apart is her passion for building meaningful, lasting relationships with clients. She is dedicated to helping both new and long-standing clients achieve their financial goals and navigate their financial futures with confidence.

When she is not working, Petra loves to travel—especially when it involves scuba diving adventures.

Reagan joined Finance Shop in October 2017, as PA to Scott Oliver, having spent the last few years in Human Resources. Whilst working in Human Resources in the Oil and Gas industry, Reagan gained her CIPD qualifications and gained a wealth of experience in people management as well as providing PA duties to the Directors.

Reagan is looking forward to new challenges and widening her knowledge and skills within the industry.

After graduating with a degree in photography from Norwich University of the Arts, Rebecca joined Finance Shop in February 2016. She was keen on a change of career and to learn more about the financial services industry. Rebecca started with the company as an Administration Assistant in the Investment Operations Team. Since then, Rebecca has developed her skills and progressed within the company by working her way up to her current role as the Wealth Management Team Manager. Rebecca is working on taking industry qualifications to help support her role within the company.

Outside of work, Rebecca carries on using her degree to take photos in her spare time.

Scott has been a financial adviser for 30 years, joining Finance Shop in 2002. He was instrumental in developing the highly successful Advisory Portfolio Management service, which now manages over £300 million in client assets. He also is deputy investment manager to Andy Parkes on the Discretionary Portfolio Management service.

Scott has achieved the prestigious Chartered Financial Planner status. He enjoys advising individuals on all aspects of their financial planning, and in particular enabling clients to enjoy life without any financial worries.

Married with two daughters, Scott enjoys travel and football.

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

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.