Headley Holiday Newsletter 2021


As we get ready to wrap up 2021, we know it’s been an unusual year – and a difficult one for many.

Our conversations with you throughout the year have highlighted how many activities and holidays have been put on hold. For some in the later years of retirement, there’s a realisation that the simpler life experienced in 2021 may well be the shape of things to come. For others still working – and particularly those with young families – life has been a constant juggle and busier than ever with little chance to get away and relax in warmer climates.

Fortunately, the financial markets have carried on delivering some sparkle in a year that otherwise has been rather gloomy. We’ve been encouraging many to take profits and use these, where they can. Having your garden landscaped or replacing your kitchen should be well-deserved and pleasurable experiences (although finding workers and materials in the current climate can make even spending your money a challenge)!

Sharing the joy

Watching our planning over the years turn your dreams into reality brings us great joy and is what drives us to continually improve and evolve. We’d like to share that journey with as many people as we can.

Next year, you’ll see more insight and commentary from us in the local press and on LinkedIn. We’ll be focusing our conversations on four main areas:

  • looking after your money
  • adapting to life’s changes
  • planning for retirement
  • enjoying your golden years

Our growth over the years has been organic and resulted in a loyal group of likeminded customers. We’re thrilled that many of these customers sing our praises, and we hope that you’ll continue to recommend us to your friends and family.

Celebrating home-grown talent

Over this year our team has continued to develop. In fact, our people have passed a total of seven professional exams between them!

Rob Barnes is now qualified as a Chartered Financial Planner and will start advising in the new year. It was a big year for Rob, as not only did he pass four exams but he also squeezed in a wedding. Congratulations, Rob!

Chris Hinchcliffe completed his apprenticeship and now awaits the final result as he starts his journey toward Chartered status. James Bryan gained a well-deserved distinction in his apprenticeship and is chasing Chris and Rob towards a long-term career in financial services.

Knowing that there is a new generation of keen and professional staff to support our existing advisers is reassuring and exciting. Thank you for the positive feedback about the wider team. These acknowledgements of our good service are appreciated and have helped us in a world where there has been less to celebrate.

A season of giving

Before we go, we wish you good health and happiness over the Christmas period and thank you for you for choosing Headley.

As you know, we resist sending Christmas cards, preferring to give the funds to charity. Our two chosen charities this year are:

The Kings Arms, a local youth support centre, and Stamp Out Suicide. If you’d like to join us in donating to these great causes, you can do so quickly and easily via these GoFundMe pages.

Donate to the Kings Arms

Donate to Stamp Out Suicide

We look forward to seeing you in 2022 and continuing to help you enjoy life enriched.

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