Norwich

Team Members

Aaron
Aaron Roe Senior Personal Assistant to Nick Buchan
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...
Aaron

Aaron Roe

Senior Personal Assistant to Nick Buchan

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.

Aaron
01603 595960 ext 830 Norwich Office
Andy
Andy Parkes Chief Investment Officer
Andy joined Finance Shop in 2014 from Investec Wealth and Investments, where he spent 16 years working as one of the fund management team responsible for...
Andy

Andy Parkes

Chartered FCSI

Chief Investment Officer

Andy joined Finance Shop in 2014 from Investec Wealth and Investments, where he spent 16 years working as one of the fund management team responsible for running their Multi-Manager products. Andy has responsibility for running the Finance Shop Wealth Management model portfolios, and he chairs the Finance Shop Investment Committee. In addition to his day to day responsibilities he also assists our Advisers in constructing more complex portfolios, and is developing a number of initiatives to enhance our range of investment solutions. 

In his spare time Andy enjoys playing and watching sport.

Andy
01603 595960 ext 841 Norwich Office
Chris M
Chris Mallett 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...
Chris M

Chris Mallett

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.

 

Chris M
01603 595960 ext 835 Norwich Office
Emma
Emma Stone 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

Emma Stone

DipPFS

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.

Emma
01603 595960 ext 837 Norwich Office
Iona v2
Iona De Wal Client Relationship Manager Independent Financial Adviser
Iona joined the Finance Shop in 2017 initially as a PA to Nick Buchan. Iona then progressed to become the first Paraplanner for Finance Shop after...
Iona v2

Iona De Wal

DipFA CertLTCP PETR

Client Relationship Manager Independent Financial Adviser

Iona joined the Finance Shop in 2017 initially as a PA to Nick Buchan. Iona then progressed to become the first Paraplanner for Finance Shop after completing her Diploma for Financial Advisers qualification later the same year. Iona now supports Nick in providing advice on Retirement, Investment & Tax Planning solutions and also manages a number of Group Pension Schemes on Nick’s behalf.

Iona is originally from the west coast of Scotland and graduated from the University of Glasgow with a Masters degree in Economics. Iona has worked in Insurance and Financial Services for over five years and has previously advised on Mortgage and Protection products.

Iona has always wanted to pursue a career in Financial Services and is now working towards Chartered status.

Outside of work, Iona enjoys playing Tennis and spending time with her friends and family.

Iona v2
01603 595960 Ext 832 07384257183 Norwich Office
Kate
Kate Bellamy Senior Personal Assistant
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...
Kate

Kate Bellamy

Senior Personal Assistant

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.

Kate
01603 595960 ext 825 Norwich Office
Lou
Louise Wright 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...
Lou

Louise Wright

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.

Lou
01603 595963 Ext 838 Norwich Office
Michael
Michael Nichols 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...
Michael

Michael Nichols

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.

Michael
01603 595960 ext 852 Norwich Office
Michelle
Michelle Lofts Private Equity Administration Manager
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...
Michelle

Michelle Lofts

Private Equity Administration Manager

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.

Michelle
01603 595963 Ext 833 Norwich Office
Oscar
Oscar Whittaker Trainee Client Relationship Manager
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...
Oscar

Oscar Whittaker

DipPFS

Trainee Client Relationship Manager

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.

Oscar
01603 595960 Ext 844
Ben
Ben Kumar Personal Assistant
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

Ben Kumar

Personal Assistant

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.

Ben
01603 595960 Ext 834
Adam v3
Adam Davies Trainee Personal Assistant
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...
Adam v3

Adam Davies

Trainee Personal Assistant

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. 

Adam v3
01603 595960 Ext. 839 Norwich Office
Jasmine
Jasmine Coppock Trainee Personal Assistant
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...
Jasmine

Jasmine Coppock

Trainee Personal Assistant

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.

Jasmine
01603 595960 Etc. 843 Norwich Office
Naomi
Naomi Jenkinson Client Relationship Manager Independent Financial Adviser
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...
Naomi

Naomi Jenkinson

DipFA CertLTCP

Client Relationship Manager Independent Financial Adviser

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.

Naomi
01603 595960 Ext 807 07467789546 Norwich Office
Nick B
Nick Buchan Director
Nick joined Finance Shop in 2002, and has subsequently been a Partner / Director of the firm for over 15 years. His whole career has been...
Nick B

Nick Buchan

DipPFS

Director

Nick joined Finance Shop in 2002, and has subsequently been a Partner / Director of the firm for over 15 years. His whole career has been in financial services, previously working with TSB / Lloyds TSB before joining Finance Shop. Nick specialises in the fusion of financial advice and tax planning for high net worth clients. Nick also heads up FS Ventures and FS Pro which are services offered to high net worth clients, and in particular, professional sports people.

Outside of work, Nick is a lifelong Liverpool fan and enjoys spending time with his family.

Nick B
01603 595963 Norwich Office
Petra
Petra Hodson Client Relationship Manager Independent Financial Adviser
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

Petra Hodson

DipPFS

Client Relationship Manager Independent Financial Adviser

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.

Petra
01603 595960 ext 821 07467789573 Norwich Office
Reagan
Reagan Rogers Trainee Client Relationship Manager
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...
Reagan

Reagan Rogers

DipFA

Trainee Client Relationship Manager

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.

Reagan
01603 595960 ext 818 Norwich Office
Becca
Rebecca Leech 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...
Becca

Rebecca Leech

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.

Becca
01603 595960 ext 820 Norwich Office
Richard
Richard Garwood Consultant
Richard has been in the insurance industry since 1991, when he began working for a large insurer. This gave him a good grounding in the industry,...
Richard

Richard Garwood

Consultant

Richard has been in the insurance industry since 1991, when he began working for a large insurer. This gave him a good grounding in the industry, and in 2006 he joined Finance Shop after running a small IFA practice. 

From this point on Richard decided to concentrate on the areas of protection and mortgages, and now also works closely with Nick Buchan on the corporate business side, dealing mainly with business introduced to us by accountancy connections. As well as new clients, Richard still deals with people who he first helped many years ago. 

Outside of work he enjoys family life, and his interests include fishing, playing golf and reading.

Richard
01603 595960 ext 805 Norwich Office
Scott
Scott Oliver Executive Director & Chartered Financial Planner
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,...
Scott

Scott Oliver

APFS

Executive Director & Chartered Financial Planner

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.

Chartered Reduced FP GOLD RGB

Scott
01603 595964 Norwich Office
Tina
Tina Feltham-Pye Private Equity Senior Administrator
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...
Tina

Tina Feltham-Pye

Private Equity Senior Administrator

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

Tina
01603 595960 Ext 814 Norwich Office
Tori
Victoria Baker Senior Personal Assistant to Nick Buchan
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...
Tori

Victoria Baker

Senior Personal Assistant to Nick Buchan

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.

Tori
01603 595960 Ext 828 Norwich Office