Update: Zurich to Embark

By Nick Adamthwaite

As of 1st May 2020, Zurich has sold part of it's UK wealth and investment businesses to the Embark Group. This includes Sterling ISA Managers Limited and Zurich Investment Services (UK) Limited.

If you're a policyholder with Zurich/Embark, you might be wondering how this is going to affect your financial plan going forward. The good news is that other than there being a different name than you're used to seeing, it won't affect you at all.

Embark Group not only purchased the investment book of the Zurich wealth management business, but to ensure as seamless a transition as possible, they also purchased the wealth management team, too.We're therefore looking forward to continuing our long-standing relationship with Dan Powell, Molly Cresswell and the rest of the team.

If you're reading this and fancy finding out a little more, please follow this link and check out the FAQs: https://www.zurichintermediary.co.uk/en-gb/wealth/transfer-to-embark

Or, if you'd prefer to talk to your Adviser about things, don't hesitate to get in touch and they'll be happy to talk you through things in a little more detail.

#FinancialPlanning #FinancialAdvice #ZurichToEmbark


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