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.
Chief Investment Officer
Andy joined Finance Shop in 2014 from Investec Wealth and Investments, where he spent 16 years working as one of the fund management team responsible for running their Multi-Manager products. Andy has responsibility for running the Finance Shop Wealth Management model portfolios, and he chairs the Finance Shop Investment Committee. In addition to his day to day responsibilities he also assists our Advisers in constructing more complex portfolios, and is developing a number of initiatives to enhance our range of investment solutions.
In his spare time Andy enjoys playing and watching sport.
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.
Technology and Development Manager
Chris joined Finance Shop in 2016, having spent the majority of his career in IT. Chris originally started his working life as a chef, reaching an AA rosette for his cuisine, before making a career change to IT. Chris earnt a number of Microsoft and CompTIA qualifications in IT whilst working his way up to become the manager of a large IT support team, which he managed for a number of years.
Chris has a strong focus on using technology to make lives easier, so aims to use his wealth of experience to help all areas of the business. His main responsibilities include HR, IT and Business Development.
In Chris’s spare time, he enjoys a number of sports - playing football, pool and golf regularly. Chris also has a young family, so spends the majority of his spare time on family days out.
Personal Assistant to Mark Wallis
Clare joined Finance Shop in June 2016 and is a Personal Assistant to Mark Wallis. She has worked in the financial services industry for several years gaining experience in Pensions, Investments and Protection and holds her Certificate in Financial Planning. She is keen to continue gaining more qualifications and progressing her career.
Outside of work Clare enjoys reading, cinema and nights out with friends, however, most of her spare time is spent with her children and their various sports clubs.
Team Manager (Scott Oliver)
Emma started her career in finance working for a mortgage broker, where she gained lots of knowledge within the industry. Emma later joined Finance Shop in September 2011 as Investment Operations Manager, overseeing the administration of client portfolios within the Wealth Management Team. In late 2018 Emma has moved teams to manage Scott's support team, bringing a wealth of experience.
Emma spends the majority of her spare time with her family.
Trainee Personal Assistant to Nick Buchan
After taking Business Studies at Hartismere Sixth Form College, Harvey joined Finance Shop in July 2016 as an Apprentice, as he was keen to develop his knowledge in the financial services industry. Harvey currently works as an Administration Assistant in Nick Buchan’s team.
Outside of work, Harvey enjoys watching and playing football whenever he can and socialising with his friends.
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.
Kate joined Finance Shop in April 2016 as an Apprentice Administration Assistant after finishing a business qualification at Great Yarmouth College. She was keen to start a new career in the financial services industry that will allow her to progress into many different routes. Kate has since successfully completed her apprenticeship and has taken up the role Trainee Personal Assistant to Scott Oliver.
Outside of work, Kate enjoys socialising with her friends and family.
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.
Wealth Management Team Manager
After graduating with a degree in mathematics from the UEA in Norwich, Michael joined Finance Shop in December 2011. Originally working as a Scanning Assistant, he has subsequently worked in many areas of the business, and is now part of the Wealth Management team based in Norwich.
Outside of work, Michael has a keen interest in aviation and is a qualified Private Pilot.
Senior Co-ordinator | FS Ventures
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 an Apprentice Administration Assistant in Nick’s team, after joining Finance Shop in July 2018. 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. Early in 2019 Oscar 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 he enjoys playing and watching football, socialising with friends and family and travelling to different parts of the world.
Apprentice Administration Assistant
Travis started working at Finance Shop as an Apprentice Administration Assistant in August 2018, which allowed him to follow his passion for finance and mathematics. Travis works within the Wealth Management team and is hoping to develop his career further in this area.
In his spare time Travis enjoys cycling, football, badminton and working on his custom built PC at home.
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 Paraplanner.
Outside of work Naomi enjoys running, shopping and spending time with her family and friends.
Personal Assistant to Nick Buchan
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.
Nick joined Finance Shop in 2002, and has subsequently been a Partner / Director of the firm for over 15 years. His whole career has been in financial services, previously working with TSB / Lloyds TSB before joining Finance Shop. Nick specialises in the fusion of financial advice and tax planning for high net worth clients. Nick also heads up FS Ventures and FS Pro which are services offered to high net worth clients, and in particular, professional sports people.
Outside of work, Nick is a lifelong Liverpool fan and enjoys spending time with his family.
Petra joined Finance Shop in April 2014, however after 8 months decided to take a 6 month break to travel around the world, returning to Finance Shop in June 2015. Previously Petra spent 8 years working for a local insurance company as a Customer Service Team Leader.
During her time in the industry Petra has dealt with customers on a daily basis, which has included processing pension business for Group Personal Pensions and dealing with Pension Auto-Enrolment. Petra is one of a team of Personal Assistant’s to Nick Buchan who liaise with clients and assist Nick with the preparation and research involved in providing independent financial advice to clients.
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.
Personal Assistant to Andy Parkes
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
Richard has been in the insurance industry since 1991, when he began working for a large insurer. This gave him a good grounding in the industry, and in 2006 he joined Finance Shop after running a small IFA practice.
From this point on Richard decided to concentrate on the areas of protection and mortgages, and now also works closely with Nick Buchan on the corporate business side, dealing mainly with business introduced to us by accountancy connections. As well as new clients, Richard still deals with people who he first helped many years ago.
Outside of work he enjoys family life, and his interests include fishing, playing golf and reading.
Scott has been a financial adviser for over 20 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 is one exam away from Chartered status and intends to complete the qualification this year. 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.
Personal Assistant to Nick Buchan
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
Trainee Personal Assistant to Nick Buchan
Tori started working at the Finance Shop in November 2017 as a Trainee Personal Assistant. She previously graduated from an Executive PA Diploma course in Oxford as an alternative to going to university and is now training to become a Personal Assistant to Nick Buchan.
In Tori’s free time she plays hockey for her local hockey club and is currently taking a Bookkeeping course.