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.
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 and protection planning.
Independent Financial Adviser
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
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.
Business Development Manager
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.
Marketing and Client Communications Manager
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.
Client Services Manager
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.
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.
Having completed her apprenticeship, and progressed from her role as Annual Review Coordinator, Josie supports our independent financial advisers by processing new client work, including all pre and post administrative duties.
Lisa coordinates protection within the business, providing support and working closely with our Independent Financial Advisers, ensuring our clients’ protection needs are met.
Client Review Coordinator
Chloe is close to completing her apprenticeship and coordinates the Client Review team. This involves processing annual and six monthly reviews for the firm and liaising with our independent financial advisers.
Client Review Assistant
Georgina is working towards an apprenticeship and processes annual reviews and six monthly reviews for the firm, liaising with our independent financial advisers.