The Team

Barbican IFA Ltd was owned by Paul Scott and Frank Levins. In March 2025, they sold their shares into an Employee Ownership Trust, which now owns the company, so all the staff are effectively partners.

We very much operate as a team.

Director 

Paul provides advice on pensions, investments and inheritance tax planning. He worked for Scottish Widows for 14 years and became an Independent Financial Adviser in 1997 and aims to explain complex issues in plain English.
 
Paul is a Liverpool FC supporter, patron of his local rugby club and enjoys spending long summer days at Lords. He loves travelling, particularly to South East Asia and the Caribbean.

paul.scott@levinsandscott.co.uk

Director

Although he doesn’t look that old, Frank has been involved in the Financial Services sector for over 50 years and has spent 45 years as an Independent Financial Adviser. Part of that time was as an adviser to Hambros Bank and their clients and he now specialises in bespoke investment solutions for individual and corporate clients.         

Frank continues to try and improve his golf without success and has a strong interest in following the investment markets as he just can’t switch off!

frank.levins@levinsandscott.co.uk

Associate Director

Robert joined the family business in 2008 and became the first member of our team to achieve Chartered Financial Planner status, having achieved exceptional results in the investment part of the examinations. He primarily deals with private clients, providing advice on a wide range of subjects.

Robert is a scratch golfer, a mean blues guitarist and enjoys walking his red retriever, Rupert.

robert.levins@levinsandscott.co.uk

Associate Director

Chris joined us in 2012 having spent over 10  years working for 2 of the largest pension and investment providers in the UK. Chris’ friendly and professional approach has helped him to become an essential part of the team. He possesses a strong knowledge of pensions and investments and works with a number of our corporate clients and charitable foundations as well as providing personal financial planning advice.

In his spare time, Chris likes to spend time with his 2 sons and occasionally supports Hibernian football club. Don’t ask him about tiling!
 

chris.allan@barbicanifa.co.uk
 

Accounts & Compliance Manager

Ann joined the Company in 2010 having spent 19 years at Cheltenham and Gloucester where she gained experience in the mortgage market, training and the banking industry. Ann is the friendly voice at the end of the phone and keeps everyone organised.

Ann enjoys cake decorating, visiting the theatre and walking her Staffy, Ziggy.

ann.casey@levinsandscott.co.uk

Senior Paraplanner

Simon was appointed as he has a wealth of technical knowledge and administrative experience, having spent 10 years working for a national firm of independent financial advisers. Prior to that, he worked for two insurance companies. He tries to keep Paul organised, which he claims is the most demanding part of his role! Simon holds the Diploma in Financial Planning.

Simon enjoys swimming and loves travelling. He has a keen interest in military history, particularly WWII and is affectionately known as The Legend by his colleagues.

simon.redford@barbicanifa.co.uk

Alan Read

Paraplanner

Alan is a fully qualified paraplanner and works with Chris providing technical support on pension and investment issues. He also assists with general administration. 

In his spare time, Alan hosts a 70's internet radio show  - check out Mad Wasp on a Sunday evening and he enjoys spending time digging for victory in his allotment.

alan.read@barbicanifa.co.uk 

Tina joined us in June 2023 to work alongside Frank and Robert and has already established herself as a key member of our team.  Having worked in financial services' administration for over 15 years, She is developing her technical knowledge and has already passed the complicated part of the advanced financial planning exams.

Tina enjoys spending time with her young children, Pilates, eating out or curled up with a good book!

tina.wilson@barbicanifa.co.uk

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David Gray

Financial Adviser

David joined us in June 2024 having previously worked for a large national firm in London and currently provides advice on personal pensions and investment planning to individual clients, which are his areas of expertise.

David has recently retired from hurling and enjoys spending time with his young son, Conor.

david.gray@barbicanifa.co.uk

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Penny Scott 

Administrator

Penny is married to Paul and helps keep him orgnaised in the office and has spent the last 4 years developing and maintaining our back office systems. 

Like Paul, she loves travelling and also enjoys jigsaw puzzles.

penelope.scott:barbicanifa.co.uk

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Michelle Hall

Administrator

Michelle joined us in September 2025 to help with general administration although she has previously completed her financial planning exams. She worked with Paul and Frank in the late 1990's and early 2000's and so many clients will remember her professional and friendly service. 

In her spare time, Michelle enjoys baking and designing cakes for birthdays and the holiday seasons.  She also enjoys arts and crafts and planning fun activities with her children.

michelle.hall@barbicanifa.co.uk

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Wendy Lovell