Moneyweb

What Moneyweb does

Moneyweb Limited is an independent, FCA-authorised financial advisory firm (FRN 189146) founded in 1999 and headquartered in East Ayton, Scarborough, North Yorkshire. The firm provides impartial financial advice to individuals across the UK and to corporate clients, spanning investments, pensions, protection, and estate planning for individuals, and group employee benefits (death-in-service, critical illness, income protection, private medical insurance) and auto-enrolment workplace pensions for employers. The advisory team includes two Directors (Paul Robinson, Beth Lockey), five additional Independent Financial Advisers, two Chartered Financial Planners, and dedicated paraplanning, client communications, and corporate solutions support staff, with a total headcount in the 11-50 range. The firm's stated philosophy emphasises quality, impartial advice and long-term client relationships, with the business having "evolved primarily through client recommendations" over more than three decades.

Moneyweb's core technology stack is a financial planning and advisory services platform rather than a proprietary software product; client-facing functionality is delivered through third-party portals (PFP Login, MW Login via TPInside), supported by content assets including the quarterly "Evolve Magazine" newsletter and a library of downloadable financial guides. The firm runs a sales-led, consultative go-to-market offering face-to-face, telephone, email, and home-visit consultations, supplemented by seminars and workshops for both workplace and private clients. Distribution is augmented by community sponsorships (Scarborough Athletic FC, Scarborough Rugby Club, the Invest in the Future young-athlete programme) and a strategic partnership with LGT Wealth Management for joint seminars and co-branded content.

The revenue model is fee-based independent financial advice, with the primary stream classified as recurring subscription-style advisory engagements covering investments, pensions, protection, and estate planning, complemented by corporate benefits and workplace pension compliance services. Specific pricing is not publicly disclosed and is negotiated per engagement. Moneyweb Limited is a private, founder/management-owned company registered in England and Wales (company number 03485003) with no external institutional investors, parent company, or subsidiaries evidenced in the available data. No AI/ML capabilities, APIs, mobile applications, patents, or external funding rounds are present in the input.

Name

Moneyweb

Legal name

Moneyweb Limited

Website

https://moneyweb-ifa.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Moneyweb Limited is an FCA-authorised independent financial advisory firm in North Yorkshire, providing impartial investment, pension, protection, and estate planning advice to UK individuals and corporate employee benefits to employers, generating fee-based recurring revenue primarily through referrals.

Ownership category

akta.pro rank

Headquarters

HQ city

Scarborough

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Advisory Services: Fee-based independent financial advice services for individuals and businesses, covering investments, pensions, protection, and estate planning. Revenue generated through advisory fees and potentially commissions on financial products recommended.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Moneyweb is an FCA-authorised independent financial advisory firm providing impartial financial advice to individuals and corporate clients across the UK. Core offerings span individual financial planning (investments, pensions, protection, estate planning) and corporate employee benefits (group death-in-service, group critical illness, group income protection, group private medical insurance, and workplace pension auto-enrolment). Services are delivered through consultative face-to-face, telephone, email, and home visit engagements supported by a client portal.

Product overview

Moneyweb offers a unified financial advisory service rather than a modular software platform. The company provides individual financial services including investments, pensions, protection, and estate planning, as well as corporate employee benefits covering group death-in-service, critical illness, income protection, and private medical insurance. Additional offerings include auto-enrolment pension compliance services, financial guides, and an Evolve Magazine newsletter resource. The core offering is impartial financial advice delivered through a quality advisory process.

Differentiator

Problem solved

Functional benefit

Products and services

• Investments Financial investment solutions enabling individual clients to structure their finances efficiently according to their diverse needs.
• Pensions Pension planning and retirement solutions that blend savings vehicles to yield the most efficient income in retirement based on individual needs and risk appetite.
• Protection Wealth protection planning covering inheritance tax, premature death, illness, and loss of income to protect wealth for generations.
• Estate Planning Asset transfer structures and trusts designed to protect assets and provide lasting benefits for families.
• Group Death-in-Service Employer-provided death-in-service scheme demonstrating care for staff welfare while encouraging loyalty.
• Group Critical Illness Employee protection against critical illness providing a tax-free lump sum upon diagnosis of specified conditions.
• Group Income Protection Financial support and rehabilitation services for employees absent from work due to long-term sickness or injury.
• Group Private Medical Insurance Business-funded private medical treatment coverage for acute conditions as a tax-deductible employee benefit.
• Auto-Enrolment Workplace pension auto-enrolment compliance and management services for employers.

Quantifiable outcome

• Over £100,000 raised for charity demonstrating community commitment
• +1 more outcomes

Named customers5 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• Saint Catherine's HospicecoreStrategic or Co-development Partner · 27 February 2024Major charity partnership where Moneyweb has raised over £50,000 for the hospice, including £41,672 for refurbishment and creation of a new Occupational Therapist position. Funds support the hospice's Mobile Units (Pods) programme bringing care to rural areas.
• Scarborough Athletic Football ClubminorGTM or Marketing PartnerSponsorship of YouTube match highlights, ground boards, and program adverts for the fan-owned football club. Partnership renewed for 2023/2024 season.
• Scarborough Rugby ClubminorGTM or Marketing PartnerProud sponsors encouraging young players to progress through rugby ranks, supporting grassroots sport in the local community.
• LGT Wealth ManagementminorStrategic or Co-development PartnerCollaborative relationship including joint client seminars at Scarborough Rugby Club and podcast discussions on financial portfolios and markets with LGT's Managing Director.
• Young Athletes (Invest in the Future)minorOthersProgramme launched in 2018 supporting young talented sportsmen and women. Currently sponsoring four young athletes to help them balance sporting and academic careers without financial barriers.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• St. James's Place: Large UK wealth manager with a national network of partner IFAs offering investments, pensions, and advice services to individuals. Far larger than Moneyweb (multi-billion AUM) but operates a similar face-to-face advice-led model targeting UK private clients.
• Quilter: UK wealth management and financial advice business operating a national IFA platform. Provides investment, pension, and protection products through affiliated advisers — directly comparable service mix to Moneyweb's individual and corporate offerings.
• Hargreaves Lansdown: UK's largest direct-to-consumer investment platform serving retail investors with ISAs, pensions, and funds. Represents the digital/disintermediation threat to traditional IFAs like Moneyweb rather than a direct competitor, but operates in the same UK retail investment market.
• Evelyn Partners (formerly Tilney): Large UK wealth manager and professional services group offering investment management, financial planning, and tax services to private clients and corporates. Overlaps with Moneyweb's investment, pension, and estate planning offerings at a significantly larger scale.
• Brewin Dolphin: UK wealth manager providing bespoke investment management and financial planning services to private clients, charities, and intermediaries. Larger scale than Moneyweb but directly comparable in offering discretionary wealth management and pensions advice.

Direct peers

• Openwork: UK distribution network supporting a large community of independent financial advisers offering wealth, protection, and mortgage advice. Very similar operating model to Moneyweb as a partner-owned IFA network serving UK consumers.
• Succession Wealth: UK-focused IFA consolidator acquiring and partnering with independent financial advisers to provide pensions, investments, and estate planning. Closest comparable in scale and ambition as a regional IFA consolidator — directly relevant if Moneyweb pursued growth via acquisition.
• Wren Sterling Financial Planning: UK IFA consolidator and financial planning firm providing investment, pension, and protection advice to individuals and businesses across the UK. Closest direct peer in scale, multi-adviser structure, and FCA-regulated advisory service mix.
• Lighthouse Group: UK financial services group providing adviser support, investment platform, and mortgage services to IFAs and their clients. Operates as a support infrastructure for independent advisers — closely comparable support model to what Moneyweb's adviser-led practice uses.
• Fairstone: UK IFA consolidator and whole-of-market advisory firm providing investment, pension, and protection advice to individuals and businesses. Operates a similar multi-adviser, FCA-regulated model as Moneyweb and serves as a relevant scale and exit-path comparator.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/moneywebIFA
• Facebookfacebook.com/moneywebltd/?ref=br_rs
• LinkedInlinkedin.com/company/moneyweb-limited

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Moneyweb