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.
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.
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.
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.
Apprentice Administration Assistant
Oscar is currently working as an Apprentice Administration Assistant in Nick’s team, after joining Finance Shop in July 2018. 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. Early in 2019 Oscar passed his RO1 exam as a part of his apprenticeship, showing he has gained plenty of industry knowledge since joining the company.
Outside of work he enjoys playing and watching football, socialising with friends and family and travelling to different parts of the world.
Scott has been a financial adviser for over 20 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 is one exam away from Chartered status and intends to complete the qualification this year. 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 at university, Scott enjoys travel and football.
Personal Assistant to Nick Buchan
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