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Our Team
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.
Latest News
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Top tips to help people cut costs and manage their finances.
According to WEALTH at work’s research of over 2,000 workers, the biggest financial concerns for the year include not having enough savings for unexpected costs (40%), not being able to save enough for the future (38%), not being able to pay basic living costs such as rent, mortgage payments, energy bills, food etc. (34%) and being in debt (29%).
4th November 2024
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Autumn Budget 2024 Q&A.
See our Q&A video from our expert panel for information on how the Autumn Budget 2024 announcements may affect you and your financial plans.
30th October 2024
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Autumn Budget commentary 2024.
The Chancellor of the Exchequer, Rachel Reeves, has today delivered the first Labour Budget in 14 years.
Market Updates
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Market Update – 6th November 2024.
As the U.S. election nears its conclusion, it’s looking increasingly likely that America could see a return of Donald Trump to presidency.
6th November 2024
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Market Update – Autumn Budget 2024.
The wait is finally over. It has been decades since a government’s budget statement has been so anticipated, let alone so pessimistically anticipated given all the doom and gloom that has emanated from numbers 10 & 11 Downing Street and endless debates on individual fiscal measures.
31st October 2024
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Market Update – 30th October 2024.
The phrase on investors’ lips this week is of course the Autumn Budget that is due to be delivered by Chancellor Rachel Reeves today at 12:30pm.
30th October 2024