Business Details
36 Years
experience
Trusted Financial Advisers in Norwich
Finance Shop is an employee-owned financial advisory firm established in 1990, dedicated to providing independent financial advice and wealth management solutions. With offices in Norwich, Great Yarmouth, and Lowestoft, we serve clients across East Anglia and nationwide. Our success is built on word-of-mouth referrals and long-standing relationships with solicitors and accountants. We offer comprehensive services including retirement planning, investment management, mortgage advice, tax planning, and corporate financial solutions.Our team of Chartered Financial Planners and qualified professionals combines decades of experience with a commitment to transparency, client-centric service, and ethical standards. As an FCA-regulated firm, we prioritise client confidence through discretionary portfolio management, tax-efficient investments, and ongoing reviews to ensure financial goals are met. Our dedication to excellence has earned us the trust of individuals and businesses for over three decades.
Services
Retirement Planning
Investment Planning
Mortgage Advice
Protection
Corporate Financial Advice
Tax Planning
Wealth Management
Equity Release
Group Pension Schemes
Discretionary Portfolio Management
Details
- Year established: 1990
Highlights and features
- We are an employee-owned business with a vested interest in service quality
- Our success stems from client referrals and professional partnerships
- We offer face-to-face advice from offices in East Anglia
- We manage over 750 million in assets under management
- We provide discretionary portfolio management services since 2008
Associations and certifications
- Financial Conduct Authority
What people say
Professional organisation
Helpful investment advice
Sound financial retirement
Efficient and approachable
Quick honest answers
Services
Retirement Planning
Our retirement planning service helps clients navigate changing pension landscapes through independent advice. We assess individual retirement goals, current pension provisions, and investment strategies to create tailored plans. With expertise in consolidating pensions and optimising tax efficiency, we ensure clients can retire without financial worries. Our FCA-regulated advisers provide ongoing reviews to maintain alignment with evolving needs and legislation.
Investment Planning
We offer comprehensive investment planning solutions for individuals and businesses, managing over 750 million in assets. Our Chief Investment Officer leads a team that creates tax-efficient portfolios using stocks, bonds, and alternative investments. With access to the whole market and discretionary portfolio management since 2008, we provide ongoing monitoring and quarterly reviews to maximise growth potential while managing risk appropriately.
Mortgage Advice
As independent mortgage brokers since 1990, we provide whole-of-market mortgage solutions for first-time buyers, home movers, and buy-to-let investors. Our advisers help clients secure competitive rates across various mortgage types including fixed-rate, remortgage, and equity release options. We handle all paperwork and provide clear guidance on affordability, repayment terms, and tax implications to ensure informed decision-making.
Corporate Financial Advice
We specialise in corporate financial planning for businesses since 1990, offering pension solutions, profit extraction strategies, and business protection. Our services include key man insurance, cross-option agreements, and group medical cover. We work with company directors to implement tax-efficient remuneration structures and provide investment advice for occupational pension schemes, ensuring business continuity and shareholder protection.
Tax Planning
Our tax planning service focuses on mitigating inheritance tax liabilities through strategic wealth management. We advise on tax-efficient investments, trust structures, and asset reallocation to preserve wealth for future generations. While not regulated for tax advice, we collaborate with accountants and legal professionals to implement compliant solutions that align with clients' overall financial plans.
People
Nick Buchan
Director
Nick Buchan joined Finance Shop in 2002 and has been a Partner/Director for over 15 years. Specialising in financial and tax planning for high net worth clients, he heads FS Ventures and FS Pro services. With a career entirely in financial services, Nick provides expert guidance to professional athletes and business owners.
Andy Cunningham
Associate Director
Chartered Financial Planner Andy Cunningham has over 20 years' experience in financial services. He joined Finance Shop in 2003 after 15 years at a high street bank. Specialising in pensions, investments, and tax planning, he holds advanced qualifications and is a Fellow of the Personal Finance Society.
Andy Parkes
Chief Investment Officer
Andy Parkes brings 16 years' investment experience from Investec to his role as Chief Investment Officer. He manages Wealth Management model portfolios and chairs the Investment Committee. With expertise in multi-manager products, he develops innovative investment solutions while maintaining client portfolio oversight.
Scott Oliver
Executive Director
Scott Oliver has been a financial adviser for 30 years and joined Finance Shop in 2002. He developed the Advisory Portfolio Management service managing over 300 million in assets. A Chartered Financial Planner, he specialises in helping clients achieve financial security through comprehensive wealth management strategies.
Iona De Wal
Independent Financial Adviser
Chartered financial adviser Iona De Wal joined Finance Shop in 2017. She specialises in tax planning, investment advice, and pension transfers. With qualifications including DipFA and Pension Transfers (PETR), she provides tailored financial solutions to high net worth individuals and professional athletes.
Questions
What financial services do you offer?
We provide retirement planning, investment management, mortgage advice, tax planning, protection, and corporate financial services.
Are you regulated by the FCA?
Yes, we are authorised and regulated by the Financial Conduct Authority for financial services.
Do you offer face-to-face financial advice?
Yes, we offer face-to-face meetings at our offices in Norwich, Great Yarmouth, and Lowestoft.
How are your investment services structured?
We manage over £750 million in assets using discretionary portfolio management and quarterly reviews since 2008.
Can you help with mortgage applications?
Yes, we've provided independent mortgage advice since 1990, acting on your behalf to find suitable deals.
What areas do you cover?
We operate from East Anglia but serve clients nationwide with local market knowledge and national expertise.
