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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COURTIERS Comments on January 2017 Markets

The Supreme Court in London last month declared its ruling on Article 50. The Justices rejected an appeal by ministers against a previous High Court judgment...

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2017 - The Year Ahead

2016 was a good year for our investors, in fact it was a very good year. Returns from our multi-asset, risk controlled funds were as follows:-

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COURTIERS Comments on December 2016 Markets

December saw Italy voting in a referendum based on a constitutional reform which would provide more power to the Chamber of Deputies – the Italian equivalent...

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Inheritance Tax Planning - Gifts Allowed All Year Round

There are some occasions in the year where our thoughts naturally turn to present buying and what we can give our loved ones. Effective use of gift allowance...

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There’s A Storm Coming, It’s Called Inflation

The calm before the coming inflation storm has spanned 25 years. It has created an unprecedented bull market in government and high grade corporate bonds, wh...

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Cyber Crime – It’s a Fact of Life

Some of the biggest cyber-attacks in history have taken place recently and in the Autumn Statement, the Government announced a ban on pension cold calls. The...

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Rolling With The Pension Punches

If a week is a long time in politics, two months feels like a lifetime. In October I wrote about the various restrictions that could apply to your pension c...

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COURTIERS Comments on November 2016 Markets

Donald Trump overcame the polls to defeat Hillary Clinton in one of the most fiercely contested election battles in US history. Despite receiving only 47% of...

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Autumn Statement 2016 - Response

Key observations from three key perspectives following Philip Hammond’s delivery of the Autumn Statement 2016:

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CIO Spotlight: Response to US Election 2016

We asked Gary six questions regarding the US Election and the impact of Trump's presidency on global markets, interest rates, the UK following Brexit and how...

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News Articles

COURTIERS Comments on January 2017 Markets

The Supreme Court in London last month declared its ruling on Article 50. The Justices rejected an appeal by ministers against a previous High Court judgment...

Read the full article »

2017 - The Year Ahead

2016 was a good year for our investors, in fact it was a very good year. Returns from our multi-asset, risk controlled funds were as follows:-

Read the full article »

COURTIERS Comments on December 2016 Markets

December saw Italy voting in a referendum based on a constitutional reform which would provide more power to the Chamber of Deputies – the Italian equivalent...

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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Ask us for informal advice.

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

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