menu

Our People

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

Our People

Advisory Team


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.

paul

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.

dave

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.

elle

Craig Howard

Independent Financial Adviser
Email: craighoward@moneyweb-ifa.com

Craig has recently qualified as an independent financial adviser and will start to give advice to clients’. He also works directly with our advisers, assisting them in all areas of new client work.

craig

Lisa Hakings

Protection Adviser
Email: lisahakings@moneyweb-ifa.com

Lisa looks after the business’s protection clients as well as providing protection support to our independent financial advisers. She has an in-depth knowledge of the private medical sector.

lisa

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.

vikki

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.

kevin

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.

sarah

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.

beth

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.

emma

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.

josie

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.

josie

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.

josie

© 2018. Moneyweb Limited. All rights reserved.

Website Design by Goldmine Media.

Top