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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Video Commentary

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News Articles

Five Reasons Iran Equities Won’t Be In Our Clients' Portfolios

With sanctions eased, foreign investors can now invest in Iranian equities. You won’t see these in your portfolio yet and here’s why:

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The Great Auto-Enrolment Switchover

We’re all doomed! Well, small and micro-employers might be. That was the take away message from a piece I wrote last year concerning the automatic enrolmen...

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Market Woes Bring January Blues

The start of 2016 has been none too happy for markets. Investors could be forgiven for deciding that singing the blues was more appropriate over the holidays...

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Market Review of 2015

The start of 2015 saw the Greek general election take place, and it was the left-wing Syriza party which emerged as the winner. Having narrowly missed out on...

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Pension Death Benefits- “The Nomination Registration Explanation”

Benjamin Franklin famously said “…in this world nothing can be said to be certain, except death and taxes”. But, although we are yet to solve the ultimate en...

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US Rate Rise – A Warning for Bond Investors

Phew, she did it! Janet Yellen put up US interest rates yesterday by 0.25% and saved me the ignominy of explaining why my forecast of a US rate rise at our s...

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US Interest Rates To Rise

It is over seven years since the collapse of Lehman Brothers marked the height of the global financial crisis and the beginning of a world-wide economic slum...

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COURTIERS Comments on November 2015 Markets

Last month saw Chancellor George Osborne deliver his autumn statement and the big news was his U-turn on tax credit cuts. Osborne had previously announced pl...

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Automatic Enrolment, Past & Present

If you cast your mind back to autumn 2012, what do you remember? The nation basking in the glow of a glorious Olympics? Or perhaps Hurricane Sandy ravaging ...

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COURTIERS Comments on October 2015 Markets

In a historic move, the House of Lords rejected Chancellor George Osborne’s plans to save over £4 billion in tax credit reforms. The tax credits were introdu...

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All articles »

News Articles

Five Reasons Iran Equities Won’t Be In Our Clients' Portfolios

With sanctions eased, foreign investors can now invest in Iranian equities. You won’t see these in your portfolio yet and here’s why:

Read the full article »

The Great Auto-Enrolment Switchover

We’re all doomed! Well, small and micro-employers might be. That was the take away message from a piece I wrote last year concerning the automatic enrolmen...

Read the full article »

Market Woes Bring January Blues

The start of 2016 has been none too happy for markets. Investors could be forgiven for deciding that singing the blues was more appropriate over the holidays...

Read the full article »
All articles »

BORN IN HENLEY. EST. 1982

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About COURTIERS

Over 30 years, COURTIERS has refined a limited range of products and resources to provide effective restricted advice to suit various client needs. Valued by individuals, families, business owners / operators and other Wealth Management professionals, COURTIERS offers a unique perspective on Wealth Management to help maximise wealth, now and in the future.

Based in prestigious Henley-on-Thames, clients both local and from further afield enjoy liaising with their COURTIERS contacts in a smart, comfortable, practical and professional environment, establishing and evolving their ongoing financial goals and ambitions in an ever-evolving world.

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