Our staff all share in the same commitment to our high standards and client care. We have invested in the staff infrastructure at Marshall Zoing and have sufficient resources available to maintain our excellent levels of service including Advisers, Paraplanners, Administrators as well as Secretarial Support who all play a pivotal role in our proposition.
The role of the Paraplanner has gained increasing prominence over recent years. Here at Marshall Zoing we have always recognised the importance of Paraplanners and see them as vital in providing our clients with the best possible research and analysis. We have our own dedicated in-house team of Paraplanners who understand our clients and can draw on their own extensive experience within the financial planning field. The Paraplanners work closely with the Advisers working in a research and reporting capacity.
Our Administrators have all gained significant experience in the industry and are capable of fielding most enquiries competently and efficiently. We are rightly proud of our highly qualified and motivated team.
We have recently increased the number of qualified and experienced advisers to include Paul Morton Chartered MCSI and Daniel Tonge DipFA.