our people

We will provide the highest level of service with integrity. Working together to meet our clients’ needs and aspirations.

our people

Directors & Advisory Team

Paul Robinson

Director, Independent Financial Adviser

Paul has a wealth of experience working within financial services, joining Moneyweb in 2000. Paul became a director of the firm in 2009 and Managing Director of the business in 2013. Paul can provide independent financial advice in all areas of investment planning, pension planning, pre and post retirement planning, tax planning and protection planning.

Dave Woodhead

Independent Financial Adviser

David joined Moneyweb in 2014, after previously working for Lloyds Wealth Management for 18 years. David can provide independent financial advice in all areas of investment planning, pension planning, pre and post retirement planning, tax planning, long term care and protection planning.

Thomas Marshall

Independent Financial Adviser

Thomas joined Moneyweb in April 2019 as a Trainee Adviser, he passed his Qualifications in October 2020, to become an Independent Financial Adviser. Thomas can provide independent financial advice in all areas of investment planning, pension planning, pre and post retirement planning, tax planning and protection planning.

Elliot Kuppusamy

Independent Financial Adviser

Elliot joined Moneyweb in April 2019, he has recently passed his Qualifications in November 2020, to become an Independent Financial Adviser. Elliot can provide independent financial advice in all areas of investment planning, pension planning, pre and post retirement planning, tax planning, long term care and protection planning.

Nick Woodhead

Independent Financial Adviser

Nick joined Moneyweb in January 2019 as a Trainee Adviser, he passed his Qualifications in August 2020, to become an Independent Financial Adviser. Nick can provide independent financial advice in all areas of investment planning, pension planning, pre and post retirement planning, tax planning and protection planning.

Chris Binns

Business Development Manager & Chartered Planner

Chris joined Moneyweb in 2022, after owning his own company  and previously working for Lloyds Wealth Management. As Business Development Manager, Chris will be responsible for coaching and training the younger members of the adviser team and the organic growth of Moneyweb. Chris can also provide independent financial advice in all areas of investment planning, pension planning, pre and post retirement planning, tax planning and protection planning.

Business Support Team

Victoria Milner

Practice Manager

As the Practice Manager, Victoria supports our Director’s and Independent Financial Adviser’s. She manages the business support team, deals with all aspects of business management and the day to day running of the office.

Josie Page

Head of Adviser Support

Josie is head of Adviser Support and ensures that our independent financial advisers new client work is completed and assists with all pre and post administrative duties.

Beth Lockey

Adviser Support

Beth supports our Compliance officer to identify and manage regulatory risk for all work completed by our Independent Financial Advisers and ensures the internal procedures are adhered too.

Kerry Crawford

Adviser Support

Kerry supports one of our independent financial advisers by processing new client work and assists with all pre and post administrative duties.

Lauren Pennock

Adviser Support

Lauren supports one of our independent financial advisers by processing new client work and assists with all pre and post administrative duties.

Chloe Edmond

Adviser Support

Chloe supports one of our independent financial advisers by processing new client work and assists with all pre and post administrative duties.

Luke Dobson

Adviser Support

Luke supports one of our independent financial advisers by processing new client work and assists with all pre and post administrative duties.

Sasha Owen

Adviser Support

Sasha supports our independent financial advisers by processing all group and individual protection, and assists with all pre and post administrative duties.

Client Communications Team

Megan Farline

Client Communications

Megan is part of the Client Communications team processing the annual assessments and interim performance reports for our independent financial advisers.

Mia Swalwell

Client Communications

Mia is part of the Client Communications team processing the annual assessments and interim performance reports for our independent financial advisers.