If you have an investment portfolio with ‘my wealth’ and you want to keep up to date with your portfolio activity in your online account, please click here to log in. If you have not yet registered for online access, you can register here using the details emailed to you.

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 28th March 2025.

As shown in the accompanying table, it was a broadly negative week for global financial markets. US markets struggled this week, with major indices closing lower as investors reacted to a combination of persistent inflation data and ongoing trade policy concerns.

Market Update – 2nd April 2025.

On Tuesday, the FTSE 100 and European stocks saw positive gains, while US stocks fluctuated before closing marginally higher. As we expected, reports this week suggest that the tariffs announced will be the highest amount set, giving countries the opportunity to take steps to bring the tariff amount down.

This Debt Awareness Week new research reveals top money worries.

This Debt Awareness Week (24th – 30th March), WEALTH at work – a leading financial wellbeing, retirement and workplace savings specialist, are encouraging employers to support employees to tackle money issues and build a saving safety net.

Check State Pension entitlement before 5 April deadline.

There is just over a month left to check and fill any gaps in National Insurance (NI) records going back to 2006 to boost State Pension entitlement. As a minimum of 35 years of NI is needed to receive the full State Pension payment, anyone who thinks that they may have any gaps in their records should check their entitlement now so they can consider filling these before 5 April.

Accreditations and Awards