Lowestoft

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.

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.

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.