Financial Advisers

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 also offer expert financial advice in tax, investment and retirement planning. She 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, specializing 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 and 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 to Independent Financial Adviser in 2024.

In 2025 Iona achieved Chartered status, completing the Advanced Diploma in Financial Advice (AdvDipFA) with the London Institute of Banking and Finance, becoming a Chartered Associate of the London Federation for Banking and Finance (ALFBF) and is a Certified Professional in Financial Advice (CPFA).

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 her another role covering the Norfolk & Cambridge area, she eventually settled in Norfolk with her now husband, Matt, and their red fox Labrador, Baxter. 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 joined Finance Shop in 2013 as an Apprentice Administration Assistant and has progressed through a variety of roles throughout her career. After completing her apprenticeship, she became a Personal Assistant within Nick Buchan’s team before moving into the role of Client Relationship Manager following the achievement of her Diploma for Financial Advisers qualification in 2019. In this role, she worked closely with Nick and Scott, supporting the delivery of financial advice and client service.

Now an Independent Financial Adviser, Naomi works closely with clients to help them achieve their financial goals and is passionate about building long-term relationships based on trust and understanding. Most recently, she achieved Chartered status, marking a significant milestone in her professional development.

Outside of work, Naomi enjoys staying active through walking, swimming and exercise classes. She also cherishes spending time with family and friends.

Petra joined Finance Shop in 2014. After a six-month break to fulfil her dream of travelling the world, she returned to Finance Shop in June 2015. Prior to that, she spent eight years as a Customer Service Team Leader at a local insurance company, where she honed her skills in client care and leadership.

In her first five years at Finance Shop, Petra worked as a Personal Assistant in Nick Buchan’s team. She achieved her CertPFS qualification in Paraplanning in 2021 and proudly completed the CertPFS Diploma in Regulated Financial Planning by 2023. Today, Petra is an Independent Financial Adviser who specialises in Retirement, Investment, and Tax Planning solutions, and also manages several Group Pension Schemes.

What sets Petra apart is her passion for building meaningful, lasting relationships with clients. She is dedicated to helping both new and long-standing clients achieve their financial goals and navigate their financial futures with confidence.

When she is not working, Petra loves to travel—especially when it involves scuba diving adventures.

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.

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.

Ben earned his Diploma in Regulated Financial Planning (DipPFS) in February 2025 and now works as an adviser at Finance Shop, providing personalised, holistic financial advice to clients across Norwich and the wider region.

He began his career with Finance Shop in May 2021, initially as a PA to Scott Oliver and later to Nick Buchan. With five years of varied experience in the retail sector prior to joining the firm, Ben has developed strong interpersonal skills and a deep understanding of client service — foundations that continue to shape his approach to financial planning.

Ben is passionate about building meaningful, long-lasting relationships with his clients. He takes pride in offering clear, comprehensive advice and helping both new and longstanding clients achieve their financial goals with confidence. His areas of focus include investment and retirement planning, protection, and long‑term wealth management.

Outside of work, Ben enjoys staying active through a variety of sports and is a keen traveller. He is also currently working towards gaining his private pilot’s licence, driven by a desire to keep expanding his personal horizons.