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 News

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August 2018 - Market Update

There were two big-name departures in UK politics last month as Brexit secretary David Davis and Foreign Secretary Boris Johnson both resigned from Theresa M...

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July 2018 - a look at last month's markets

Recent market volatility has been brought about by the ongoing trade war between the US and China. Last Monday the FTSE 100 index fell more than 2% its bigge...

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Regulation – FCA address update

Courtiers is authorised and regulated by the Financial Conduct Authority (FCA).

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Long term care funding and protecting your property

An increasing need for long term care among our ageing population is costing many people their homes as a means for funding. This is an emotive and emotional...

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June 2018 - Last month's markets

US president Donald Trump continued to make the headlines last month. He announced that the US would be withdrawing from the Iran nuclear deal, a move strong...

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Global debt: should investors be worried?

As debt hits new highs is the global economy sinking in a bog of borrowing?

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Pension freedoms set to hand HMRC £5.1bn of our money…in just four years

By April 2019 the government expects to have raked in an additional £5.1bn in tax income as a result of pension freedoms. This is much more than originally p...

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May 2018 - a look at last month's markets

The UK economy has underperformed this year, with the latest figures from the Office for National Statistics showing that GDP growth was just 0.1% in the fir...

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What is shareholder protection?

Shareholder protection establishes a contractual framework to support business continuity and succession planning if a shareholder suddenly dies or becomes s...

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News Articles

August 2018 - Market Update

There were two big-name departures in UK politics last month as Brexit secretary David Davis and Foreign Secretary Boris Johnson both resigned from Theresa M...

Read the full article »

July 2018 - a look at last month's markets

Recent market volatility has been brought about by the ongoing trade war between the US and China. Last Monday the FTSE 100 index fell more than 2% its bigge...

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.

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.