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Independent financial advice in Harrogate and the Yorkshire area
Marshall Zoing provides independent financial advice for its existing clients and is part of the Wealth at Work group.*
*The Wealth at Work group of companies is a specialist provider of financial education and guidance in the workplace as well as investment advice for individuals.
Week ending 5th September 2025.
US equities ended the holiday-shortened week on a mixed note. Tech stocks led the gains, with Apple and Alphabet rallying after an antitrust ruling proved less severe than expected. Smaller-cap stocks also advanced, buoyed by expectations that falling interest rates could offer support. Broader benchmarks were more subdued, with early gains on Friday fading as caution set in.
8th September 2025
Market Update – 10th September 2025
Trade figures for August between the United States and China suggested this week that global supply chains may be shifting in response to the latest round of American tariffs.
10th September 2025
How ‘Save As You Earn’ share plan savers can avoid an unnecessary tax bill.
Many companies in the UK operate a Save As You Earn (SAYE) share plan often known as Sharesave, which provides employees with a tax efficient way to invest in their company’s shares.
24th July 2025
Key things to understand if your workplace offers share plans.
Share plans play an integral part in any reward and benefits strategy. They are designed to encourage longer term saving which can result in greater financial wellbeing. Jonathan Watts-Lay, Director, WEALTH at work answers some questions on the key things to understand if your workplace offers share plans.
24th July 2025
Accreditations and Awards
