Norwich

Team Members

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
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Andy Parkes 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...
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Andy Parkes

Chartered FCSI

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.

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01603 595960 ext 841 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
Chris M
Chris Mallett 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...
Chris M

Chris Mallett

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.

Chris M
01603 595960 ext 835 Norwich Office
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Clare Foat 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...
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Clare Foat

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.

clarefloat
01603 595960 ext 860 Norwich Office
emmastone
Emma Stone 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...
emmastone

Emma Stone

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.

emmastone
01603 595960 ext 837 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
Kate2
Kate Bellamy Senior Personal Assistant
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...
Kate2

Kate Bellamy

Senior Personal Assistant

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.

Kate2
01603 595960 ext 825 Norwich Office
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
michaelnichols
Michael Nichols 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...
michaelnichols

Michael Nichols

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.

michaelnichols
01603 595960 ext 852 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
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Ryan Thomas Administration Assistant
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...
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Ryan Thomas

Administration Assistant

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.

Ryan3
01603 595960 Ext 839 Norwich Office
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
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
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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
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Ben Kumar Trainee Personal Assistant
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...
Ben2

Ben Kumar

Trainee Personal Assistant

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. 

Ben2
01603 595960 Ext 834
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
Tash
Natasha Nicholls 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...
Tash

Natasha Nicholls

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.

Tash
01603 595960 Ext 845 Norwich Office
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Nick Buchan Director
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...
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Nick Buchan

DipPFS

Director

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.

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01603 595963 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
reaganrogers
Reagan Rogers Paraplanner
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...
reaganrogers

Reagan Rogers

DipFA

Paraplanner

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.

reaganrogers
01603 595960 ext 818 Norwich Office
Becca 2
Rebecca Moyse 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...
Becca 2

Rebecca Moyse

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

Becca 2
01603 595960 ext 820 Norwich Office
Richard
Richard Garwood Consultant
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,...
Richard

Richard Garwood

Consultant

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.

Richard
01603 595960 ext 805 Norwich Office
Scott
Scott Oliver Executive Director & Chartered Financial Planner
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...
Scott

Scott Oliver

APFS

Executive Director & Chartered Financial Planner

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.Chartered Reduced FP GOLD RGB

Scott
01603 595964 Norwich Office
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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