Paul Robinson
Director, Independent Financial Adviser
Email: paulrobinson@moneyweb-ifa.com
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
Email: davidwoodhead@moneyweb-ifa.com
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 and protection planning.
Elle Nicklin
Independent Financial Adviser
Email: ellenicklin@moneyweb-ifa.com
Elle qualified as an independent financial adviser last year. Elle is currently building up a client base and can provide 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
Email: victoriamilner@moneyweb-ifa.com
As the Practice Manager, Victoria supports our independent financial advisers and manages our business support team, with all aspects of business management and the day to day running of the practice.
Kevin Smyth
Business Development Manager
Email: kevinsmyth@moneyweb-ifa.com
Kevin has many years valuable experience of corporate affairs and networking. Kevin works with the internal team and other managers to organically grow the business.
Sarah Medd
Marketing and Client Communications Manager
Email: sarahmedd@moneyweb-ifa.com
With a good understanding of the business, Sarah manages all our marketing activities and client communications. Sarah also looks after all our charity work, fund raising, sponsorship and organises all company social events.
Beth Lockey
Client Services Manager
Email: bethlockey@moneyweb-ifa.com
Beth supports our independent financial advisers by managing all aspects of new client work, ensuring accurate processing of all pre and post administrative duties. Beth also manages and monitors all internal product research for the business.
Lisa Hakings
Protection Coordinator
Email: lisahakings@moneyweb-ifa.com
Lisa coordinates protection within the business, providing support and working closely with our Independent Financial Advisers, ensuring our clients’ protection needs are met.
Emma Parkin
Client Services
Email: emmaparkin@moneyweb-ifa.com
Emma works directly supporting our independent financial advisers with all aspects of new client work, ensuring accurate processing of all pre and post administrative duties.
Nick Woodhead
Client Services
Email: nickwoodhead@moneyweb-ifa.com
Nick works directly supporting one of our independent financial advisers with all aspects of new client work. He is training to become a qualified adviser and is currently completing the qualifications to achieve this.
Josie Page
Client Review Co-ordinator
Email: josiepage@moneyweb-ifa.com
Josie’s making rapid progress in her apprenticeship and is now responsible for co-ordinating the annual review and six-monthly review process for the company, liaising with our independent financial advisers.
Chloe Nelson
Client Review Assistant
Email: chloenelson@moneyweb-ifa.com
Chloe recently started working towards an apprenticeship and assists Josie with the annual review and six monthly review process for the company, liaising with our independent financial advisers.
Leah Rawlings
Client Review Assistant
Email: leahrawlings@moneyweb-ifa.com
Leah works with Josie assisting with the annual review and six monthly review process for the company, liaising with our independent financial advisers.
