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Please note

Due to the latest nationwide lockdown (effective from 06/01/2021), the majority of our staff will be operating remotely.

Please rest assured that we will continue to operate to our normal standards in providing you with client service, advice and of course the day to day management of your portfolios.

We will be operating our phone lines in the normal way on the usual numbers and all mail will be attended to as it is received in to our offices.

In addition, we will continue to provide our market updates at least twice weekly.

If you have any queries please do not hesitate to call us on 01423 501 401.

If you have an investment portfolio with ‘my wealth’ and you want to keep up to date with your portfolio activity in your online account, please click here to log in. If you have not yet registered for online access, you can register here using the details emailed to you.

Independent financial advice in Harrogate and the Yorkshire area

Marshall Zoing provides independent financial advice in Harrogate and the Yorkshire area and is a member of the Wealth at Work group of companies*.

*The Wealth at Work group of companies is a specialist provider of financial education and guidance in the workplace as well as regulated advice for individuals.

Weekly Market Summary

Week ending 15th January 2021.

Week ending 15th January 2021.

While Donald Trump’s impeachment grabbed the headlines this week, it had absolutely no impact on equity markets as Donald Trump’s Presidency naturally comes to an end next Wednesday (20 January 2021) with the inauguration of Joe Biden.

18th January 2021

Market Updates

Market Update - 20th January 2021.

Market Update - 20th January 2021.

We have had a lacklustre start to the week thanks to the US markets being closed on Monday (18 January 2021) for Martin Luther King Jr. Day, coupled with Joe Biden’s inauguration as President today – although an inauguration isn’t normally a market moving event, given the potential for protests across America, it is getting a lot more attention than usual.

20th January 2021

News

New rules at retirement mean consumers need to look closely at what their pension provider is offering.

New rules at retirement mean consumers need to look closely at what their pension provider is offering.

New pension rules will come into force from the 1 February 2021 for those approaching retirement under Financial Conduct Authority (FCA) regulation.

18th January 2021

Top 10 tips if you’re retiring in 2021.

Top 10 tips if you’re retiring in 2021.

Retirement plans for 2021 have changed for many due to the pandemic. Whilst some have decided to put their retirement on hold due to their savings taking a hit because of Covid-19, others are deciding to retire early after being discouraged about finding employment again when faced with redundancy.

6th January 2021