Norwich

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.

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.

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.

Ryan joined Finance Shop in April 2018 as an apprentice having completed his Maths degree a year prior. Since joining, he has been designated to our Wealth Management team, which he enjoys as it allows him to put his Maths degree to good use. Early in 2019 Ryan passed his RO1 exam as a part of his apprenticeship, showing he has gained plenty of industry knowledge since joining the company.

Outside of work, Ryan enjoys gaming and going out with his friends whenever he can.

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.

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.

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.

Ben joined Finance Shop in May 2021 as Trainee Personal Assistant to Scott Oliver. After completing his A-Levels for business and economics, Ben went on to work in the retail industry across multiple departments for five years.  Ben Joined Finance Shop wanting to pursue a career in the financial services industry and hopes to gain further experience and qualifications.

In his spare time, Ben has been studying for his private pilots’ licence and enjoys travelling, socialising with friends, and skiing. 

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.

Tash joined Finance shop in March 2018 as a Trainee Personal Assistant to Nick Buchan, having recently relocated to Norfolk. She previously worked for HM Land Registry where she became an Executive Registration Officer after successfully completing her Business Administration Apprenticeship. Tash is keen to widen her knowledge and skills within the industry.

 Outside of work Tash enjoys spending time with family and friends, going to the theatre and performing in bands and musical theatre productions.

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.

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 to earn herself the new role as Andy Parkes’ Personal Assistant. Rebecca is keen on progressing within the company by taking industry qualifications.

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

Scott has been a financial adviser for over 25 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 fund 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 at university, 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.