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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 10th January 2025.

As you can see from the accompanying table, markets were mixed this week. It was another short week for US markets, which were closed on Thursday, 9th January, in observance of a national day of mourning for former President Jimmy Carter.

Market Update – 15th January 2025.

UK headline inflation eased to 2.5% year-on-year in December, down from 2.6% in November. Core CPI, which excludes volatile components like food and fuel, also slowed, declining from 3.5% to 3.2%.

Top tips for those retiring in 2025.

“Planning how to pay for retirement is one of the biggest financial decisions people make. It is important to understand all the options, make informed decisions, and avoid making expensive mistakes with their hard earned savings,” says Jonathan Watts-Lay, Director, WEALTH at work, a leading financial wellbeing and retirement specialist.

10 tips to take control of your finances in 2025.

As 2024 draws to a close it is important for people to reset their finances and goals for the year ahead. Factors that impact your finances could have changed significantly over the previous year, so it’s always a good idea to regularly review.

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