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Project 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.
Wealth Management Team Manager
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.
Technology and Development Manager
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.
Practice Manager
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.
Accounts Manager
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.
Compliance Officer
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.
Client Services Manager
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.
Team Manager (Consultants)
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.