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 25th July 2025.
In the U.S., both the S&P 500 and Nasdaq Composite reached fresh record highs for the second week running. Market sentiment was lifted by announcements of new U.S. trade deals ahead of the 1st of August deadline. The Trump administration secured agreements with Japan, Indonesia, and the Philippines, while signs of progress in EU–U.S. trade talks added to the upbeat tone.
28th July 2025
Market Update – 30th July 2025.
It has been a week of little economic data for markets to process. Euro area inflation currently stands at 2% – matching the ECB’s target.
30th July 2025
How ‘Save As You Earn’ share plan savers can avoid an unnecessary tax bill.
Many companies in the UK operate a Save As You Earn (SAYE) share plan often known as Sharesave, which provides employees with a tax efficient way to invest in their company’s shares.
24th July 2025
Key things to understand if your workplace offers share plans.
Share plans play an integral part in any reward and benefits strategy. They are designed to encourage longer term saving which can result in greater financial wellbeing. Jonathan Watts-Lay, Director, WEALTH at work answers some questions on the key things to understand if your workplace offers share plans.
24th July 2025
Accreditations and Awards
