Empowering Your Financial Journey, One Consultation at a Time
At Finance Shop, we pride ourselves on being a forward-thinking, employee-owned business that has been serving individuals, families, and businesses across East Anglia for over 30 years. Our team of experienced professionals is dedicated to providing tailored financial guidance and expert advice to help our clients achieve their long-term goals.
Our Services
At Finance Shop, we offer a comprehensive range of services designed to provide our clients with peace of mind and financial security. These services include:
Retirement Planning
With the ever-changing pensions landscape, it's essential to have expert guidance to help you navigate the complexities of retirement planning. Our team of experts will work closely with you to understand your goals and create a personalized plan tailored to your needs.
Investment Planning
Whether you have a small or large sum of money to invest, our team of experts will work closely with you to develop an investment strategy that is tailored to your financial goals and risk tolerance.
Mortgage Advice
As independent mortgage brokers, we will work on your behalf to find the best mortgage deal to suit your circumstances, ensuring that you achieve your goals and protect your financial future.
Protection
We understand the importance of financial protection and will work with you to ensure that you have the right insurance policies in place to protect you and your loved ones from unexpected events.
Corporate Financial Advice
Our experienced team has been advising companies on their financial planning since 1990. We will work closely with your business to develop a customized financial plan that meets your unique needs and goals.
Tax Planning
Our experts will work with you to ensure that your personal or business assets are arranged in the most tax-efficient way possible, helping you to minimize your tax liabilities and maximize your returns.
The Journey Begins
At Finance Shop, we believe that understanding our clients' needs is essential to providing them with the best possible guidance. We take the time to listen to your concerns and provide personalized advice that is tailored to your unique circumstances.
Why Choose Us
As an employee-owned business, we have a vested interest in providing the highest level of service and expertise to our clients. Our success is built on word-of-mouth referrals and strong relationships with solicitors and accountants. With offices in Norwich, Great Yarmouth, and Lowestoft, we have our roots firmly planted in East Anglia, but we deal with clients across the country.
Meet the Team
Our team of experts is dedicated to providing personalized financial guidance and expert advice. Meet some of our team members below:
Aaron Roe
Senior Personal Assistant to Nick Buchan
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 and is committed to providing exceptional service to our clients.
