Morton Legal recognise the importance of a structured approach to financial planning and are pleased to be associated with Moneyweb Limited. Moneyweb Limited combine independent advice and effective planning, offering a fully holistic approach to financial planning. We recommend speaking to one of their financial advisors for a professional and comprehensive appraisal of your financial circumstances.
Matthew Morton – Morton Legal
As a general insurance broker, I have dealt with many IFAs over the years. Having got to know Paul socially, I asked him to undertake a review of my financial affairs, the result being that I transferred all my personal pensions and investments. As a result, I have had the confidence to recommend Moneyweb to our clients, which is not something we would do lightly. Paul is 100% thorough, fair, transparent and most importantly does exactly what he says he will do. Most pleasingly to date, my investments have performed very well indeed.
Sean McClarron – McClarrons Insurance
Ashby Berry Coulsons recognise the importance of a properly structured approach to financial planning, and we are therefore pleased to be associated with Moneyweb. Moneyweb combine independent market and investment knowledge with effective and cohesive planning on a wide range of financial matters. We have worked with Moneyweb for many years and have no hesitation in recommending our clients to them, for a professional, comprehensive appraisal of their financial circumstances.
Tim Jones, Director - Ashby Berry Coulsons Chartered Accounts
Following the new government legislation allowing over 55s to draw down a tax-free lump sum from their pension, I asked Paul to oversee the process on my behalf, which required an initial transfer to another provider, making the process more convoluted. Paul discussed my current situation and overall pension requirements and my immediate needs, and then recommended a course of action to bring a solution to the situations within a reasonable timescale. The situation was resolved, and the end result was entirely to my satisfaction and expectations within the stipulated timescales.
Eric Casson – Hull
We were advised by our accountant to seek the help of a financial adviser. Paul spent time listening to our requirements and to date has given us good advice. We are very satisfied with our current situation. Paul has always explained everything in a way we totally understand.
Howard Paul – York
I elected Moneyweb to take care of an existing and a new pension scheme, and also to provide advice and support for additional contributions. The stock market can be very volatile, which is something that I know little about. Paul provided simple, pragmatic explanations that enabled me to make good choices about which funds to put my hard earned money in. When unexpected hiccups in the stock exchange happen that concern me, Paul is always there to make sense of it all. Nearing closer to the magical 55, I know that Paul will support and help me to continue to make the right choices.
Kim Duffy – Warwick
We needed investment and personal pension advice to minimise tax and maximise return on excess capital as well as auto-enrolment advice. Fairly simple – we told Paul what we needed, and he proposed many options to us with the advantages and disadvantages. Paul gave us excellent advice and guided us to a solution that we were completely comfortable with and which suited out needs.
Peter Baker – York
We wanted advice on the best way to invest an inheritance. Paul gave us really good advice and invested the money on our behalf. All our investments and pensions are doing well, and we are very happy with the outcome. Paul Robinson and his team give an excellent service.
Helen Milner – Malton
When I first contacted Paul, it was at the recommendation of one of his satisfied clients. At first I thought my small finances would be just that: too small an amount. But Paul was really professional and had a lot of advice for me, not only for savings and investments but also for pension planning. I am extremely pleased with the service and am made to feel a valued customer. I receive regular contact and ongoing information from the office. The welcome from all staff and the office environment is of a high class. I have no hesitation in recommending Paul and his staff who will help you maximise the finance potential.
Kathleen Hugill – Scarborough
We had several pensions, which we didn't really understand where they were or what the values were. Paul gathered all the information, spent time going through everything with us and put a plan together. Patient with any questions, and nothing seems too much trouble.
Viv Clement – Warwick
Paul is very approachable, proactive and extremely tentative to our needs and clearly very knowledgeable in many areas of financial planning. He has the ability to explain information in layman's terms, which to me has been most useful and has very strong insights on areas of my finances which could be improved/enhanced to maximise my investments and retirement incomes. Paul has looked after various aspects of my personal finances and parents for a good twenty years. Paul has never faltered in this period and has proven his worth on many occasions.
Richard Hogson – Scarborough
I would like to say a big thank you to Mr David Woodhead and everyone at Moneyweb for everything you have done for me! Thank you all.
Valeriano Doncel – Hull
I can't fault Mr Paul Robinson, I don't know what we would have done without his advice, and we will be recommending him in the future.
Mrs Daryl Brown – Filey