The Finance Shop

Independent Financial Adviser  William Fleming House, Great yarmouth, Norfolk, NR31 6QT
First meeting at adviser's own cost
Put us to the test, we are confident we can make a real difference to your finances.
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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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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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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Buildings and contents
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Critical illness
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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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Group risk
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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
Chris Wilkinson DipPFS
Consultant

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

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

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

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

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

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

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 investment products and the risks involved.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

What our clients say
“Over the years we have received invaluable investment and personal finance advice and guidance from Steve Mallett of Finance Shop which has allowed us to head towards retirement with confidence in our financially security. We definitely recommend using the service.”
Alan & Wendy S, Gorleston
“I cannot recommend Finance Shop highly enough. Investing on their advice successfully for more than 20 years the service received over this period has been first class. When answers are needed there is always a partner or knowledgeable member of staff to hand. If it were not for Finance Shop I doubt I would be looking forward to a sound financial retirement.”
Stephen L, Gorleston
“Finance Shop has always provided me with full and helpful investment advice, ready to take the time to explain all possibilities and outcomes; a very professional but also friendly service. Many thanks for the years of support.”
Barbara L, Gorleston
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 £650 million of assets under management, we have the expertise and knowledge to be able to advise on all aspects of financial planning.

Our services

Our aim is to be known as East Anglia’s best Independent Financial Advisers. It is therefore vital to maintain the trust of our clients and ensure they receive a quality of service which is of a consistently high standard throughout the company. To underpin this commitment, we have a number of performance standards and initiatives that we feel will cement our relationship with both existing and new clients.

Where to find us
Head office address: William Fleming House, Morton Peto Road, Great Yarmouth, Norfolk, NR31 0LT
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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