Meet the Team

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.

Adam joined Finance Shop in July 2024 after graduating from the University of Manchester with a degree in Business Management (International Business Economics).

After working in hospitality for 3 years during university, he decided to pursue his goal of a career in finance. Adam is eager to hit the ground running and start his exams to become fully qualified. 

Outside work Adam enjoys engaging in various sports including bouldering and football, as well as trying out new restaurants as much as possible. 

Andy is a Chartered Financial Planner and a Fellow of the Personal Finance Society. Andy joined Finance Shop in January 2003, after working as an Adviser with a High Street bank for over 15 years.  He advises on all aspects of financial planning, including investments, pensions, mortgages and equity release. He has advanced level qualifications in pensions, investment planning, taxation and trusts, and is a fully accredited member of the Society of Later Life Advisers (SOLLA).  He is also an Affiliate member of the Society for Trusts and Estate Practitioners (STEP) having achieved a distinction in the STEP Certificate for Financial Services (Trusts and Estate Planning) qualification.

After working in the Health and Social sector for a number of years, Ashlea joined Finance Shop in 2018 and is keen to develop her knowledge and skills in the financial services industry. Finance has always been one of Ashlea's interests, so this role has given Ashlea an opportunity to further her career in a new direction.

In her spare time she enjoy spending time with family and friends, cooking and football.

Bailey joined the Finance Shop in May 2021 as an Apprentice Administration Assistant, after completing her studies at East Norfolk Sixth Form. Bailey is keen to pursue a career within the financial services industry.

In her spare time, she enjoys reading and spending time with her 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.

Charley joined Finance Shop in January 2016 after deciding on a career in the finance industry. She has worked her way up to a Personal Assistant and now works part time within the consultants team and is enjoying widening her skills and knowledge in the industry.

In her spare time she enjoys nights out with friends and spends most of her time with her 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.

Chris joined Finance Shop in 2010 after advising clients face to face for a widely recognised insurance firm since 2006.

Gaining the DipPFS diploma and transitioning to an Independent Financial Adviser with Finance Shop has given Chris the ability to offer a greater service to clients both old and new, who also often refer their friends, colleagues and family members to him.

Chris likes to pride himself on going through the finer details and putting together a practical plan for clients that is well researched and thought out.

Donna joined Finance Shop in September 2010 after several years working as a personal clerk for a large retailer. Donna’s role was originally Accounts Assistant, however she has since progressed to Accounts Manager and has completed a Diploma in Accountancy. Donna manages the Accounts and Commissions team, and deals with the day to day accounts tasks for the company.

Emma joined Finance Shop in September 2011 initially as the Investment Operations Manager, overseeing the administration of client portfolios within the Wealth Management Team. In late 2018, Emma switched roles to PA Team Manager for Scott, whilst studying for her Diploma. Emma has recently been promoted to Compliance Officer and looks forward to the change in direction with her career.

Outside of work Emma enjoys keeping active and spending time with her family.

Having worked for over 10 years in the hospitality industry, Heather recently sought a change in career, joining Finance Shop in October 2021. Working as an apprentice as part of the Wealth Management team, Heather is eager to gain industry knowledge and begin working towards her financial qualifications.

Outside of work Heather is a keen cyclist, an avid reader, and has recently taken up learning to play the oboe.

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.

Jess joined Finance Shop in June 2018 as an Accounts Assistant. After working in a high street bank for 7 years she decided to pursue a career in accounts. Jess is looking forward to gaining more knowledge and hopefully working towards an AAT qualification in the future.

Outside of work Jess spends her time with her children and enjoys days out together.

Jo started working for Finance Shop in October 2003 as a full time Administration Assistant in the Gorleston office and was promoted to a Personal Assistant shortly after. Jo now works part time as a Senior Personal Assistant to our Consultant’s Team in our Great Yarmouth Office.

Outside of work Jo enjoys spending time with her family - especially family holidays, bounce trampoline classes and visiting her favourite restaurants.

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.

Lorraine joined Finance Shop in April 2024 having worked in the financial services industry for over 36 years. She worked as a Mortgage and Protection Adviser for a high street bank for many years , as well as more recently a Mortgage Broker. After reducing to part time hours she was keen to take her career in a different direction whilst staying in financial services.

In her spare time, Lorraine likes to swim, walk her 2 dogs twice a day and enjoys holidays in the UK and abroad. 

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.

Lucas joined the Finance Shop team in April 2023 as a Trainee Personal Assistant after graduating from the University of Leeds with a degree in Economics. After graduating, Lucas worked in various hospitality settings across East Anglia before deciding that it was time to pursue a career relating to his degree. Lucas is eager to expand his knowledge and is keen to develop his understanding of the financial services industry.

 Outside of work, Lucas enjoys spending time with friends and family and playing and watching a variety of sports, especially football.

After completing A-Levels in 1988, Mark joined a high street bank, where he progressed to become an adviser working in the areas of pensions, protection and investments. In May 2005 he decided to broaden his horizons and joined Finance Shop as an Independent Financial Adviser. Having gained his Financial Diploma in 2012, and with 25+ years experience in financial services, Mark offers down to earth friendly advice to all types of clients in all aspects of financial planning.

Mia joined Finance Shop in June 2023 as an Apprentice Administration Assistant after previously working in customer services.

Mia is keen to expand and develop her knowledge in financial services after completing her A levels in Finance and Business Studies.

When outside of work, she enjoy going on nights out with friends, listening to music and spending time with family.

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.

Mike joined Finance Shop in 1997, having spent several years working for a large insurance company, where he gained a solid grounding in the areas of personal insurances, pensions and investments. Whilst initially working as an Adviser, he began to split his time between advising and Compliance, and this eventually led to a full-time move to a Compliance role. Mike is always looking to increase his knowledge and has completed the Advanced Diploma in Financial Planning qualification.

Outside of work, Mike enjoys reading, travel and history and with his family now grown up is hoping to spend more time on leisure activities.

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.

Oscar is currently working as a 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. Since joining Finance Shop, Oscar has gained plenty of knowledge to aid his progression in the industry and is currently studying for his final exam to become fully qualified.

Outside of work he enjoys playing and watching football and socialising with friends and family.

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 her first 5 years in Nick Buchan’s team as a Personal Assistant, before completing the CertPFS qualification in Paraplanning in 2021. In 2023, Petra completed the CertPFS Diploma in Regulated Financial Planning. Petra is now a Client Relationship Manager, helping Nick to provide advice on Retirement, Investment and Tax Planning solutions, as well as managing several Group Pension Schemes on Nick’s behalf. 

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

Poppy joined Finance Shop in July 2015 as an Apprentice Administration Assistant after deciding on a change of career path from the Pharmaceutical Industry.

Poppy’s role was originally Apprentice Administration Assistant, however she was promoted to a Trainee Personal Assistant working within Nick Buchan’s team. After completing her training and progressing to Personal Assistant, Poppy was promoted to a team manager and now leads a team of her own.

Poppy enjoys spending time with her family and friends outside of work.

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.

Samantha joined Finance Shop in July 2010 following an extensive career in banking working successfully in business risk and the retail sector, where she gained a wide range of experience and knowledge. As the Practice Manager she is responsible for the preparation and management of the Accounting and Reporting function of the firm.

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 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, 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

Toby joined Finance shop in August 2022. Prior to joining the team, he earned a first class degree in film production at university and later went on to become a qualified teacher. Toby has since joined the team at Finance Shop to grow and learn in the financial services industry.

Toby enjoys spending time with his partner, be it traveling or trips to the coast. Furthermore, he also enjoys going to the cinema, watching tv shows, football and all manner of games too.

Tom joined Finance Shop in 2021 as a Client Relationship Manager, having previously worked for a local stockbroking firm, where he gained valuable industry experience and successfully completed all the required professional stockbroking exams, achieving Chartered Wealth Manager status.

Since joining Finance Shop, Tom has utilised his qualifications and industry experience to provide financial advice to hundreds of clients. He also sits on the Finance Shop Investment Committee alongside Andy Parkes and Scott Oliver. The Investment Committee meets quarterly to review portfolio performance and broader stock market outlook, making adjustments to clients' investments as necessary.

Tom grew up locally, completing his A-levels at East Norfolk Sixth Form College before going 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 variety of sports, including golf, tennis, and football. He also loves to travel and spend time with friends and family.

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.

Vic started working for Finance Shop in December 2005 as a full time Administration Assistant. Just over a year after joining the company Vic was promoted to a Personal Assistant. Vic continued in this role until she left to have a baby girl in May 2016. After a years maternity leave, Vic returned to work within the Consultants Team and has since become a senior member of the team with her many years of experience.

Outside of work Vic enjoys spending time with her husband and two daughters on family adventures. Along with holidays and trips away with close friends and family.

Will joined Finance Shop in April 2024 as an Administration Assistant within the Wealth Management Team. Having previously worked at a local business for 4 years undertaking various roles, he decided to pursue a career in finance, following the footsteps of his parents. Will is eager to expand his knowledge and understanding of the financial services industry and hopefully working towards qualifications in the future.

Outside of work, Will is a passionate Norwich City fan and he continues to play football regularly on weekends, while also spending time socialising with friends and family.

Zoe joined Finance Shop in April 2021 having worked in the financial services industry for over 10 years. She gained valuable experience working in various roles for a high street bank, as well as during her time with a specialist broker working as a buy to let mortgage adviser. She was keen to take her career in a different direction and since joining Finance Shop, has gained further qualifications to support her role.

In her spare time, Zoe likes to cook and enjoys spending time with her partner and their family.