Financial Advisers

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.

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.

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.

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.