Sit back, we've got this
about moneyweb
moneyweb are based in North Yorkshire and have been established for over three decades. The advice we provide is completely impartial, and our continuous monitoring and research of the financial services market enables us to recommend the most appropriate solutions to your financial needs.
Taking advice can be a daunting process, whether you are looking to take financial advice for the first time or you’ve taken financial advice in the past. Finances often take a low priority for many people because they are complex, but at moneyweb our clients appreciate our ability to make the financial advice process both simple and enjoyable.
We’ve been helping clients navigate complex financial markets for over three decades, and from those very early days, our business has evolved primarily through client recommendations.
Our philosophy has always been to provide a quality advice process, delivered alongside exceptional service, building long standing client relationships along the way. Indeed, future generations of our private clients are now becoming clients themselves, and there is no higher accolade than that.
Based in North Yorkshire, we provide financial advice to individuals at all stages of their financial planning cycle. Whether you are assessing your finances for the first time or you want to know more about your retirement options, Moneyweb are able to help, wherever you are in the UK. We also understand that you may have limited time available, therefore we offer telephone, email, office-based and home visits at a time to suit your needs.
advice for individuals
Investments
Moneyweb provide solutions for the diverse needs of our clients, enabling each individual to structure their finances as efficiently as possible.
Pensions
Protection
Estate Planning
advice for companies
Group
Death-in-Service
Group
Critical Illness
Providing employees protection
against the natural occurrence of acritical illness. If an employee is diagnosed with a specified critical illness, or they have an operation that is covered, a Group Critical Illness policy will pay them a
tax-free lump sum.
Group Income Protection
Long-term absence can often mean significant costs for your business. With Group Income Protection, you are able to provide employees with financial support and rehabilitation services if they’re absent from work because of long-term sickness or injury.
Group Private Medical Insurance
meet the team
invest in the future
As part of our Invest In The Future sponsorship campaign, we have the honour of sponsoring some young and very talented sportsmen and women. Invest In The Future was created to provide a link from our core business of investing to our mission and core values which encapsulate supporting people in our local community.
What is Invest in the Future?
Why did we launch Invest in the Future?
Participating in competitive sporting events is costly and can limit performance if you simply don’t have the budget. At times, people, therefore, miss out on opportunities to compete, not due to their abilities, but because of their bank accounts.
We want to ensure that talented individuals can get the most out of both their sporting and academic careers, without the need to choose between the two.
How many do we take on each year?
We have never specifically said we would sponsor a specific number of athletes each year or have a certain number at any given time. Instead, we open applications periodically to assess what talent is in the area and keep in touch with those we believe may be up-and-comers in the future.
Is there an age cap?
Whilst there isn’t a specific age cap, we are careful about sponsoring someone that is under the age of 21.
sponsorship
Scarborough Athletic Football Club
Moneyweb are delighted to be a sponsor of Scarborough Athletic Football Club for the upcoming season.
Scarborough Rugby Club
We are proud sponsors of Scarborough Union Rugby Football Club, encouraging young players to progress through the ranks of rugby.
Wykeham Cricket club
We are proud to be sponsors of Wykeham Cricket Club, who encourage young players to progress through the world of Cricket.
tree planting
Did you know 15.3 BILLION trees are cut down every year, which could give 3,000 rolls of toilet paper to each person on the planet? Trees are essential, they consume CO2 to help prevent rising temperatures and the drastic decline is causing a threat to wildlife, which in some cases could lead to the extinction of certain species.
evolve magazine
client guide
our blog
Celebrating 25 Years: Moneyweb’s Charity Ball for Saint Catherine’s Hospice
Join us as we commemorate our 25th anniversary this May, with an unforgettable charity ball in support of Saint Catherine’s Hospice. We are proud to
Moneyweb renews sponsorship with Scarborough Athletic Football Club
We’re renewing our Sponsorship with SAFC. Exciting news for football enthusiasts and fans of Scarborough Athletic Football Club. We are thrilled to announce that we
Unlocking the secrets to enhancing Employee Benefit Packages
In June, we hosted a workplace seminar aimed at assisting employers in elevating their employee benefits packages. Chris, our Business Development Manager, expounded on the
Exploring sustainable investment options and smart Trust strategies
In July’s Trust Seminar based at Scarborough Rugby Club, we delved into the fascinating journey of sustainable and impact investing options, exploring how investors once
