A highly respected entity in the world of Wealth Management

Private Clients

private clients

Courtiers helps those who make the most of life make the most of their wealth. Find out how we can help you maximise the wealth you created.

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Corporate Clients

corporate clients

Designing, assessing and providing effective Corporate Packages, we listen first to learn about your business then apply our understanding to guide you to the right solution.

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Funds

funds

Investing takes a keen eye and often patience to identify the right areas in which to invest. Retail and Institutional investors may act independently to identify the most appropriate Courtiers fund investment opportunities.

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Latest Video

Latest News

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December 2017 - Market Update

Philip Hammond unveiled his Autumn Budget last month, and began by announcing a further £3 billion would be set aside for Brexit negotiations. He then moved ...

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Autumn 2017 Budget Summary

Read the autumn 2017 Budget summary, in PDF format suitable for saving and printing.

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Autumn Budget 2017 - Initial Response

Commentary from Gary Reynolds, CIO (Investment Team), Paul Kemsley, Senior Adviser (Private Client Team) and Tuhin Ahmed, Chartered Financial Planner (Corpor...

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Benefits for the Millennial Generation

In recent months we’ve had a university graduate toiling in the Corporate Team as part of a work-placement scheme. Given that it is now some 17 years since I...

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The Curious Case of the Next Budget Announcement

The Rt Hon Philip Hammond MP has a tough task ahead. Next Wednesday he’ll deliver a Budget that needs to support the country through Brexit while aiming to r...

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Property as an Investment. To Buy or Not To Buy?

Property became a popular and valuable investment option for securing assets and generating additional income after the 2008 global financial crisis, but is ...

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November 2017 - Market Update

The British economy expanded by an estimated 0.4% in the third quarter of 2017, exceeding economists’ forecasts and the 0.3% growth in the second quarter. Ho...

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Bank of England Raises Interest Rates

For the first time in a decade, the Bank of England has increased the UK’s base interest rate. It has returned to 0.5%, having remained at its all-time low o...

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Immediate Automatic Re-enrolment Could Affect You – Here’s How

If an employee’s active membership of a pension scheme ends, the employer must re-enrol the individual into an alternative Automatic Enrolment scheme. This p...

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Time for a New Life – How Parental Leave Affects Your Pension

For anyone at work about to become a parent, “workplace pension” surely isn’t the first thought to spring to mind. It’s unlikely it would even be the second ...

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News Articles

December 2017 - Market Update

Philip Hammond unveiled his Autumn Budget last month, and began by announcing a further £3 billion would be set aside for Brexit negotiations. He then moved ...

Read the full article »

Autumn 2017 Budget Summary

Read the autumn 2017 Budget summary, in PDF format suitable for saving and printing.

Read the full article »

Autumn Budget 2017 - Initial Response

Commentary from Gary Reynolds, CIO (Investment Team), Paul Kemsley, Senior Adviser (Private Client Team) and Tuhin Ahmed, Chartered Financial Planner (Corpor...

Read the full article »
All articles »

BORN IN HENLEY. EST. 1982

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About Courtiers

Courtiers tailors wealth management strategies specifically to support the financial goals of individuals and families goals.

A traditional method of "listening first" allows us to understand exactly where a client is in life, where they hope to be in future and how we might help them get there.

Courtiers advisers are qualified and experienced. They combine their knowledge of government taxes and legislation with their understanding of clients' circumstances to identify opportunities and help maximise wealth.

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Ask us for informal advice.

Call or visit us at 18 Hart Street, Henley-on-Thames.

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