MZ teams up with WEALTH at Work

Marshall Zoing has formed a strategic alliance with WEALTH at Work, a leading provider of financial education and employee wealth management services in the workplace. Both firms have built their reputations on providing a first class service to their clients in different areas of financial services and the move will enable them to add expertise in areas other than their core business. Clients of MZL are assured that it will be business as usual and they should see no difference in the service proposition. MZL will remain independent and impartial and continue to act in client’s best interests. The official press release is as follows:

WEALTH at work, the leading provider of financial education and employee wealth management services in the workplace, has acquired a stake in Harrogate based Marshall Zoing who specialise in providing advice to clients of professional service firms such as lawyers and accountants. Marshall Zoing has built strong expertise and an excellent reputation in the provision of wealth management, pensions, tax planning and trustee investment which complements the WEALTH at work skill set.

Established in 2002 by Howard Marshall and Ralph Zoing, Marshall Zoing have always had a client focussed fee based approach to advice as have WEALTH at work.

Ralph Zoing, Director, Marshall Zoing, said; “The strong service ethos that both companies have of being client lead and of always ensuring the highest standards of delivery makes this the perfect match from which both firms can share knowledge and provide further improved service and advice.”

Jonathan Watts-Lay, Director, WEALTH at work, said; “our partnership with Marshall Zoing will ensure our ground breaking services of financial education, advice and wealth management can now be applied to a new market due to the very strong links Marshall Zoing have with professional services firms. In addition Marshall Zoing provide additional capability for the workplace such as pension sharing on divorce. I am very much looking forward to working with the team to develop this service further.”

Please contact either Howard or Ralph for further information or queries.

The latest news is brought to you by WEALTH at work, a leading financial wellbeing and retirement specialist. WEALTH at work and my wealth are trading names of Wealth at Work Limited which is a member of the Wealth at Work group of companies.

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