As the global spread of coronavirus continues to dominate news headlines, we would like to assure you that we will remain dedicated to managing our clients’ portfolios and will, of course, still be providing our services. We will continue to provide the latest updates from the markets, our phone lines will remain open and our Client Services team will be available to answer your calls.

Rest assured we will remain vigilant and attentive at all times.

If you have any concerns or wish to discuss this situation further, 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 25th September 2020.

Week ending 25th September 2020.

As you can see from the accompanying table, global equity markets ended the week lower. Journalists love a good negative story and they have been kept busy this week arguing that the resurgence in coronavirus cases (especially given the cooling autumn weather) and the resulting new restrictions will undermine the economic recovery and keep us in a recession.

28th September 2020

News

Contingent charging for DB pension transfers banned from 1st October.

Contingent charging for DB pension transfers banned from 1st October.

The ban on contingent charging for defined benefit (DB) pension transfers, where financial advisers only get paid if a transfer goes ahead, takes effect from 1 October 2020.

22nd September 2020

Market Updates

Market Update – 23rd September 2020.

Market Update – 23rd September 2020.

The end of our summer unfortunately coincided with a sharp fall in global equity markets.

23rd September 2020