Fi­nan­cial ad­viser to help bol­ster Har­ro­gate Wealth Man­age­ment

Yorkshire Post - Business - - FOCUS ON SMES -

FI­NAN­CIAL AD­VISER Ralph Zo­ing has joined forces with Har­ro­gate Wealth Man­age­ment founder Lee Hurst to bol­ster the bou­tique firm.

Mr Zo­ing has more than 30 years’ ex­pe­ri­ence in the fi­nan­cial ser­vices in­dus­try, with par­tic­u­lar ex­per­tise in all ar­eas of wealth man­age­ment.

He has spent the last 12 years at the helm of Har­ro­gate IFA Mar­shall Zo­ing and his pre­vi­ous ex­pe­ri­ence in­cludes roles with Brown Ship­ley In­de­pen­dent Fi­nan­cial Ser­vices and El­lis Bates Group.

Mr Zo­ing will fo­cus on de­liv­er­ing a be­spoke wealth plan­ning ser­vice to Har­ro­gate Wealth Man­age­ment’s clients and de­vel­op­ing links with fel­low pro­fes­sion­als.

A keen sports­man, he played for and coached at Har­ro­gate and Leeds Rugby Clubs, as well as be­ing the co-founder of the Swing Low Sweet Char­ity fundrais­ing event. He is also a gover­nor of Cundall Manor School.

“As some­one who is staunchly wed­ded to the prin­ci­ples of in­de­pen­dent fi­nan­cial ad­vice, I am re­ally pleased to be work­ing in a firm that is also fiercely pro­tec­tive of its in­de­pen­dence,” Mr Zo­ing said.

“Lee has done an amaz­ing job of cre­at­ing a truly client-fo­cussed fi­nan­cial plan­ning and wealth man­age­ment firm, suc­cess­fully pro­vid­ing be­spoke ad­vice to in­di­vid­u­als, busi­nesses and trusts.

“I am look­ing for­ward to work­ing with Lee and the team to drive fur­ther growth, build­ing on our rep­u­ta­tion and ser­vice, while keep­ing clients firmly at the heart of ev­ery­thing we do.”

Newspapers in English

Newspapers from UK

© PressReader. All rights reserved.