Podcast Relaunch: Mid-year Review – The Softest of Landings

20th June 2024

Headphones at the ready - Whitechurch Securities Ltd have relaunched their Market Matters Podcast! Our sister company is back with a bumper edition looking back over the first half of the year as well as attempting to look ahead at what might happen in the second half - just where has those six months gone?! Senior Investment Manager, Tim Jones, provides a 20 minute summary of the financial markets and the reasoning behind our chosen asset allocation weightings - just long enough for you to have a good coffee (perhaps we'll be making it iced in this weather!).

In this series the Whitechurch Investment team will be bringing you quarterly episodes, so mark your diaries for the team's next round up in September.

Click on the link here to give it a listen: The Market Matters | Whitechurch Securities Ltd (podbean.com)

Recorded 20th June 2024

Please note, our Podcast is stored on an external site that we are not responsible for.


Important notes:

This publication is issued and approved by Whitechurch Financial Consultants, a division of Whitechurch Securities Limited which is authorised and regulated by the Financial Conduct Authority (FCA). We have made great efforts to ensure all content is correct and do not accept any responsibility for errors or omissions. All information is intended to be of a general nature, will not be suitable for everyone and should not be treated as a specific recommendation. We recommend taking professional advice before entering into any obligations or transactions. Investment returns cannot be guaranteed, past performance is not a guide to future performance and investors may not get back the full amount invested. Stockmarkets are not a suitable place for short term investments. Levels, bases of, and reliefs from taxation are subject to change and values depend on circumstances of the investor.

Our Environmental, Social, and Governance (ESG) Credentials:

Whitechurch Securities Limited are fully committed to the FCA’s Anti-Greenwashing Rules and have a robust process to ensure all our ethical investment strategies are managed to strict mandates. However, as we rely on third party fund managers for the underlying investment decisions, we cannot guarantee that our own ESG criteria are being met 100% of the time, despite our best efforts to do so. Our ESG fund screening, selection, review and ongoing monitoring process is available on our website or upon request

Data Protection: Whitechurch may have received your personal data from a third party. If you invest through us, we may use your information together with other information for administration and to make money laundering checks. We may disclose your information to our service providers and agents for these purposes. We may keep your information for a reasonable period in order to manage your investment portfolios. We record telephone calls, to make sure we follow your instructions correctly and to improve our service to you through training of our staff. You have a right to ask for a copy of the information we hold about you and to correct any inaccuracies. When you give us information about another person you confirm that they have appointed you to act for them; that they consent to the processing of their personal data, including sensitive personal data and to the transfer of their information and to receive on their behalf any data protection notice.

Whitechurch Securities Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No. 114318.
Registered in England and Wales 1576951. Registered Address: C/o Saffery Champness, St Catherine’s Court, Berkeley Place, Bristol, BS8 1BQ
Correspondence Address: The Old Chapel, 14 Fairview Drive, Redland, Bristol BS6 6PH Tel: 0117 452 1208 Web: www.whitechurch.co.uk