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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

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

Thomas Marshall

Trainee Investment Adviser
Email: thomasmarshall@moneyweb-ifa.com

Thomas 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.

elle

Nick Woodhead

Trainee Investment Adviser
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.

craig

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

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

Josie Page

Client Services
Email: josiepage@moneyweb-ifa.com

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.

josie

Elliot Kuppusamy

Client Services
Email: elliotkuppusamy@moneyweb-ifa.com

Elliot supports our independent financial advisers by processing new client work, including all pre and post administrative duties. He is training to become a qualified para-planner and is currently completing the qualifications to achieve this.

josie

Chloe Nelson

Client Review Coordinator
Email: chloenelson@moneyweb-ifa.com

Chloe completed her apprenticeship in Business Administration in 2019 and is responsible for coordinating the client review team. This involves processing annual and six monthly reviews for the firm and liaising with our independent financial advisers.


josie

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