Financial Advisers

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 another role covering the Norfolk & Cambridge area, she eventually settled in Norfolk with her now husband, Matt, and their red fox Labrador, Baxter. 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 offer expert financial advice in tax, investment and retirement planning. Iona 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, specialising 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. Iona also 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 again in 2024 to Independent Financial Adviser. 

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.

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 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.

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.

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.

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.

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.