Blog - Harley Financial Services Ltd

Spring magazine

Our latest magazine is now available.
As usual, we have sought to address a range of topical issues that we hope you find interesting.
Your Finance Matters

Quarterly Investment Outlook

Markets have rebounded from last quarter, so what is going on? Our latest quarterly outlook is available: Quarterly Outlook

Don’t put all your eggs in one basket


This is an interesting chart which shows the “ups and downs” of different assets classes over the years & helps to highlight why it is incredibly difficult (if not impossible) to predict which asset class will be number one over the short term.

Also included is an “equally weighted” or diversified portfolio (the white one) which is an equal blend of the twelve asset classes. The diversified portfolio is never in the top three but also never in the bottom four of returns.

If you don’t like the roller coaster ride of trying to invest in the number one sector each year, then choosing a diversified portfolio will help smooth out those peaks & troughs.

Source TCF Investment

Quarterly Investment Outlook

What is going on in investment markets?  Our latest quarterly investment outlook is available. Click here

Merry Christmas

Team Harley are all festive & ready for Christmas!!

Please remember our office closes @ 4pm today.

We would like to wish all our clients a fabulous Christmas & a prosperous New Year!!

We’ll all be back to work on 03/01/19.

Christmas holidays

As usual, our office will be closed throughout the Christmas & New Year period.

We close at 4pm on Friday 21st December and will open again at 9am on Thursday 3rd January 2019.

We hope you have a very Merry Christmas & wish you a happy, healthy & prosperous 2019.

The team at Harley Financial Services

Autumn budget update

Find our summary of the budget   Here

 

Autumn magazine

Our latest Your Finance Matters magazine is now available Here

Quarterly investment outlook

What is going on in investment markets?  Our latest quarterly investment outlook is available.

Click here

Play safe – choose a Chartered firm

We have seen a lot of advertising on social media over recent weeks encouraging people to transfer out of their workplace pension.  Some of the so called guidance has been ill informed at best, so we would remind you that not all financial advisers operate in the same ethical manner that Chartered Financial Planners are committed to.  If you, or a friend, are considering such a major decision as transferring your workplace pension, then play safe – choose a firm of Chartered Financial Planners.

Click here for more information on Chartered status.