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What does Marshall Zoing do?

Marshall Zoing provides independent financial advice.

How often do you review my investments?

We offer an annual review for all clients. However, you can arrange to see us at any time.

How long does an advice meeting take?

Our meetings usually last around 1 ½ hours and can be held at your home or at a venue of your choice.

What if I already hold existing investments?

New and existing investments need to work together so it is vital to review what you already own.  All of your investments need to be assessed to ensure that they suit your current investment goals.  It may be necessary to redeem existing investments and use the funds to build your new investment strategy.

Can you help me with tax planning?

Ensuring your investments are tax-efficient may help to maximise your investment returns.  Tax planning can have a big influence on how you arrange your investments but it should never dominate your investment strategy.  If you would like to learn more, please contact us.

How can I invest more money?

Additional money can be invested at any time. Please to arrange a meeting with us to discuss your situation in more depth.

What if I have specific financial goals?

If you have specific financial goals, such as paying for your child’s wedding, funding a holiday of a lifetime or helping with a grandchild’s school fees, then such milestones are important to account for in your investment strategy.  We will take into account any personal financial goals that you have and will create an investment strategy tailored to meet your specific financial needs.

How will I be kept informed?

You will continue to receive information from your product providers but in addition we will send you a newsletter and weekly market summaries, as well as information on Budget announcements and market updates.  If you are using the discretionary investment management service then you will also receive a my wealth valuation statement bi-annually, and an annual tax statement.  Your Adviser may also contact you at any time to discuss your investments.

Can I terminate my agreement at any time?

Yes, you may terminate your agreement by written notice at any time (not by email or facsimile).  Contact details can be found here.

How can I make a complaint?

You can complain by email, telephone, and letter or in person. Contact details can be found here.  We have a formal complaints procedure and endeavor to address any client concerns and complaints speedily and efficiently. A copy of our complaints handling procedure is available upon request. This is without prejudice to your right to complain to a regulatory body. If you are not satisfied with our response, you may contact the Financial Ombudsman Service.

Who is the Wealth at Work group of companies?

The Wealth at Work group of companies specialise in providing financial education, guidance and regulated advice in order to implement and manage investment planning solutions for individuals approaching or in retirement.

Marshall Zoing is a trading name of Marshall Zoing Ltd which is authorised and regulated by the Financial Conduct Authority and is a member of the Wealth at Work group of companies. Registered in England and Wales No. 04615794. Registered Office 36 Victoria Avenue, Harrogate, North Yorkshire HG1 5PR.

My question is not here – how can I get an answer?

If you would like to find out more information please contact us.  We will endeavor to answer your question as quickly and as thoroughly as possible.