Finance Shop

Independent Financial Adviser  Finance Shop, North Wood Place Unit 2-2A, Great and little plumstead, Norfolk, NR13 5FH
First meeting at adviser's own cost
Trust us to look after your financial future - thousands of clients over 27 years have.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Sharia finance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Mark Wallis DipPFS
Consultant

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This examination assesses a knowledge and understanding of financial protection plans.

Nick Buchan DipPFS
Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This examination assesses a knowledge and understanding of financial protection plans.

David Groves
Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Scott Oliver DipPFS
Director

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

At the end of the unit candidates should be able to understand the use of platforms in providing financial services, the legal regulatory environment in which they operate and the ability to assess the suitability of platforms in meeting client requirements

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

What our clients say
“Scott Oliver has been our financial adviser for several years now and we have always found him well informed; proactive in offering customised advice and recommendations to ensure that our personal financial investments perform as effectively as possible. By concise and easily understandable explanations he guides us through otherwise complex financial issues. He has been mindful of our financial requirements both whilst we were still working and now as a "retired" couple.”
Peter A., Norwich
“We as a company have worked with Nick and his team for many years now and they have been the only IFA we have been prepared to work with. Having trusted Nick with the financial planning of both my family and my business, I continue to be reassured that he not only fully understands and appreciates my specific needs but spends time with me to ensure we remain on course with our objectives. I have an excellent working relationship with him and trust him implicitly which is why I frequently refer him to my clients and encourage other staff to do the same. He is also extremely professional, diligent and reliable and I have no hesitation in recommending his services.”
Mark Hipperson 2mPrint, Norwich
"The Finance Shop is and has been our preferred advisor's for over five years. We have always found them to be efficient, approachable and reliable. They have supported our business and our clients in many ways, and are willing to answer questions quickly and honestly in plain language. They actively look for tax saving investments, pension savings and different ways to improve the financial well being of our clients without us even having to ask. Every client wants or needs something different and The Finance Shop understands and takes this into account. As a business we are completely confident with their work and advice ; they are our true trusted advisor's."
Steve Pye & Co, Norwich
About us

Established in 1990, Finance Shop has grown to become one of the region's leading firms of Independent Financial Advisers. With offices in Norwich, Gorleston and Lowestoft, we have our roots firmly in East Anglia but also deal with clients across the country.
Our success has been built upon "word of mouth" referrals from existing clients and close relationships with solicitors and accountants.
With over 200 years of financial services experience within the firm and over half a billion million of assets under management, we have the expertise and knowledge to be able to advise on all aspects of financial planning.

Our services

As financial planning becomes more complex, we feel that it is more important than ever to have access to genuinely independent, face to face financial advice in plain English.

Where to find us
Head office address: Finance Shop, North Wood Place Unit 2-2A, Octagon Business Park, Hospital Road, Little Plumstead, Norfolk, Norwich, NR13 5FH
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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