Services

The essence of our business is the provision of personal face to face wealth management advice.

Our clients are typically high net worth individuals from a business or professional background or with inherited wealth. Clients are looking to enhance their wealth as well as seeking to protect their business and personal assets. We frequently work alongside other professional advisers and where necessary, we will recommend specialist law firms and accountants for more complex work.

Our strength is founded on the lasting relationships we build with clients. We always invest time in understanding a client’s individual needs and objectives and advice is tailored to clients’ personal circumstances. Advice is presented in writing and clarifies the associated risks and costs.

Retirement Planning

Pension legislation continues to go through massive transition and change, it is essential that you are kept informed of these changes.

Investment Management

Marshall Zoing provides active day to day management of their client’s investments using the my wealth discretionary portfolio management service.

Investment Advice

Marshall Zoing advisers provide strategic planning and offer wealth management solutions to help clients meet their long term financial goals.