×

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.

Our Advisers

See here for a list of our Advisers.

Weekly Market Summary

Week ending 18th June 2021.

Week ending 18th June 2021.

The world’s most important central bank, the Fed, has been this week’s main focus as policymakers met to decide US monetary policy.

21st June 2021

Market Updates

Market Update - 23rd June 2021.

Market Update - 23rd June 2021.

After last week’s hawkish ‘dot plot’ surprise from the US central bank, we said markets were getting way ahead of themselves as it was far too early to conclude that the current economic reflation is over and that we will see significantly higher interest rates in the coming years.

23rd June 2021

News

Survey results reveal the fears Trustees have for members approaching retirement.

Survey results reveal the fears Trustees have for members approaching retirement.

WEALTH at work has conducted a survey with PMI to investigate the concerns Trustees have for their members in the run up to their retirement and what support provisions they have in place.

21st June 2021

Wealth at Work Announces Investment from Aquiline Capital Partners.

Wealth at Work Announces Investment from Aquiline Capital Partners.

Wealth at Work Group Limited is pleased to announce that it has agreed to investment from Aquiline Capital Partners, a private investment firm based in New York and London with $6.4 billion in assets under management.

1st June 2021