July Monthly Market Review
July was a great month for global investors. In sterling terms, the MSCI World Index climbed 6.8%, while bond yields fell across board, boosting bond values.
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June Monthly Market Review
June was not a strong month for global equities, which declined 5% for UK£ sterling investors on the back of worries around an upcoming global recession. In fact, the first six months of 2022 proved to be the worst first half of the year in more than 50 years for major equity markets.
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Headley Summer Newsletter 2022
We’re buzzing with the fine seasonal weather and really enjoy seeing our clients again, in person on a one to one basis. Zoom and Teams calls definitely have their uses, but there’s nothing quite like a good catch up and advice over a cuppa at the office.
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May Monthly Market Review
May 2022 was the definition of a rollercoaster month of equity performance. Equity markets rose in the first few days of May, followed by a rapid sell off, eventually recovering to finish the month down 0.3%. Bond returns were virtually flat as well and even commodity prices could only gain a net 1% in May.
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Five retirement planning myths
When you’re gearing up for retirement, there’s lots of information out there to help you make life-changing decisions. The problem is, not all of it is true. So, how do you know what to believe? As expert financial advisers, we’re here to help you sort fact from fiction and set you up for success. Let’s
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The business owner’s retirement roadmap
It’s amazing how many business owners share a similar story. They pour years of their time, energy and resources into building a successful business. But by the time the word “retirement” really starts to appeal, they realise that their neglected personal finances are (let’s put it nicely) in a bit of a mess. Then come
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We’re hiring: Senior Financial Planner
Senior Financial Planner An overview of us At Headley Financial Services, we’re a well established Chartered Financial Planning firm based in Alton, North Hampshire. Currently, we have an exciting opportunity for a Senior Financial Planner to join our talented team. For the right individual, there will be the opportunity to join the management team and
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April Monthly Market Review
April 2022 was not a strong month for global equities, which declined 3.5% for UK sterling investors as inflation pressures, rising yields and further discussions around interest rate hikes impacted returns.
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March Monthly Market review
At the beginning of December last year, we wrote in our 2022 outlook, that “barring any further catastrophes, improvements should continue next year” and “in broad terms, we expect normalisation to be the key theme of 2022”.
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The Government’s Spring Statement
The Spring Statement is not used as a full Budget, but more for tinkering of the numbers a little and providing some direction for future fiscal changes. However, since the Budget in the Autumn of 2021, inflation has risen sharply and everyone has felt the effects already, especially those on lower incomes. More than simple
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Headley Spring Newsletter 2022
As the first flowers and shoots of spring appear, we share in your concern, exasperation, fatigue and uncertainty at the times we’re living in. None of us can predict the future, so we just have to prepare as best we can and accept that change is inevitable. We aim to provide advice that can weather
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February Monthly Market Review
The economic consequences of Russia’s invasion of Ukraine continue to unfold but the beginning of the conflict, coupled with strong inflationary pressure and a tightening cycle for monetary policy, ensured a challenging February. Oil prices rose to above $100 a barrel and commodities in general hit all-time highs, pushing inflation further. While international sanctions against
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