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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The Continuous ISA: tax-efficient ISA gains for the widowed

Since 6th April 2015, any ISA gains accumulating following the death of the account holder have been subject to tax. In the new tax year, this will change.

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Market retreat - blip or bust?

Over the last week, the S&P 500 dropped -7.8% and reminded investors that there is no such thing as a steady linear appreciation in the price of shares. And ...

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Major banks ban Bitcoin on credit

The media announced earlier today that Lloyds Banking Group has banned its customers from buying Bitcoin and other cryptocurrencies using their credit cards.

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February 2018 - Market Update

The UK’s second-largest construction company, Carillion, went into liquidation last month after the firm failed to reach a deal with the government and its l...

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Carillion

Courtiers has no direct exposure to Carillion, a London Stock Exchange listed support services business now in compulsory liquidation.

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10 reasons to avoid timber and forestry as an investment

Investing in timber and forestry is not for the faint-hearted. It can be high risk as these ten points show:

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January 2018 - Market Update

The Christmas period was a fruitful one for the UK market as the FTSE 100 index reached a new all-time high of 7,687.77 on the last working day of the year. ...

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2017: A look back, ahead and a quick festive message from our CIO

Gary Reynolds shares thoughts and insight into performance, processes and wraps up 2017 with a message for all our clients.

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The UK Economy – Stagnating, Broken or About to Recover?

The UK economy is stuck. Despite 0.5% interest rates and the lowest unemployment figures for over 40 years, growth cannot get out of first gear.

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News Articles

The Continuous ISA: tax-efficient ISA gains for the widowed

Since 6th April 2015, any ISA gains accumulating following the death of the account holder have been subject to tax. In the new tax year, this will change.

Read the full article »

Market retreat - blip or bust?

Over the last week, the S&P 500 dropped -7.8% and reminded investors that there is no such thing as a steady linear appreciation in the price of shares. And ...

Read the full article »

Major banks ban Bitcoin on credit

The media announced earlier today that Lloyds Banking Group has banned its customers from buying Bitcoin and other cryptocurrencies using their credit cards.

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.

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