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our people

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

our people

Directors and 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.

Beth Lockey

Director & Independent Financial Adviser

Beth has been working at Moneyweb since 2016, and she has recently Qualified in 2025 to become an Independent Financial Adviser. Beth can provide independent advice in all areas of investment, pension, pre and post-retirement, tax and protection planning.

Elliot Kuppusamy

Chartered Financial Planner APFS
Elliot joined Moneyweb in April 2019, passed his Qualifications in November 2020, to become an Independent Financial Adviser and in June 2025 he completed further qualifications to become a Chartered Financial Planner. 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.

Luke Dobson

Independent Financial Adviser

Luke joined Moneyweb in 2023 and has completed his Qualifications in 2024 to become an Independent Financial Adviser. Luke can provide independent financial advice in all areas of investment planning, pension planning, pre and post-retirement planning, tax planning and protection planning.

Thomas Stockill

Independent Financial Adviser

Thomas joined Moneyweb in 2025 and had already completed his Qualifications but joined Moneyweb to gain further experience. Thomas can provide independent financial advice in all areas of investment planning, pension planning, pre and post-retirement planning, tax planning 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.

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.
Practice Manager

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.

Corporate Benefits Team

Stephen Wall

Corporate Benefits Consultant
Stephen joined Moneyweb as a Corporate Benefits Consultant in 2026, specialising in workplace pensions, and employee benefits. He advises businesses on all aspects of corporate benefit planning, including group pension schemes, protection policies, private medical insurance, and employee wellbeing initiatives. As a company we are passionate about helping employers deliver effective benefits packages that support their workforce, promote financial wellbeing, and help attract and retain talented employees.

Sasha Owen

Corporate Solutions Administrator

Sasha works alongside our Corporate Benefits Consultant, supporting the administration of our corporate benefits services, including group pension schemes, protection policies, private medical insurance, and employee wellbeing initiatives. Working closely with employers and providers, she assists with scheme management, member communications, and ongoing client support, helping businesses deliver valuable benefits that promote employee wellbeing and financial security.
Client Support Team

Josie Page

Head of Adviser Support (Cert PFS Paraplanning)

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.

Chloe Edmond

Adviser Support

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

Megan Farline

Adviser Support

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

Will Edwards

Adviser Support
Will supports our independent financial advisers by processing new client work and assists with all pre and post administrative duties.

Mia Swalwell

Adviser Support

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

Ellie Pearce

Head of Client Communications

Ellie is Head of the Client Communications team and ensures that our independent financial advisers are supported and that we process the annual assessments and interim performance reports in a timely manner.

Hannah Scruton

Client Communications

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

Harry Cooper

Client Communications

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

Jeannie Cusworth

Client Communications

Jeannie started at Moneyweb in 2026 as an apprentice; She is part of the Client Communications team processing the annual assessments and interim performance reports for our independent financial adviser.