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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Lasting Power of Attorney (LPA)

We strongly believe in and support the process of planning ahead, well in advance of any eventuality wherever possible, especially where an individual or lov...

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Pensions Freedoms and Scams

We are now well into the new world of pensions freedoms. In the March 2014 budget a loosening of the rules was announced and a year later in April 2015 and t...

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Standard Lifetime Allowance - Fixed & Individual Protection 2016

The Government has decided to offer yet more levels of protection for those lucky enough to have large pension funds. The two new protections available are F...

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A Question of Trust(s) II – The Protagonists

Three key groups of people form a trust fund. For any kind of trust to work, each individual in each group should know their role, responsibilities, options ...

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COURTIERS Comments on August 2016 Markets

The Bank of England cut the UK’s base interest rate for the first time in over seven years last month. Having remained static at 0.5% since March 2009, it no...

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Bright Night Casts City Shadow…Three Thoughts

350 years ago and ordinary life in olde London until shortly after 1am, when shapeshifting shadows in the streets became the single shadow of an entire city ...

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Playing the Long Game with Defined Benefit Pensions

Whilst we know that, for the foreseeable future at least, nobody is going to live forever, the increasing rate at which the population is living longer is a ...

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It Pays Not To Be Too Clever

Winning takes effort and the rewards make it worthwhile. Losing takes a slight misjudgement and can cause damage beyond repair. There’s a fine line and manki...

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Roll Up! Roll Up! See £10,000 Bigger Than £40,000!

Pensions. Which offer is more appealing? £1,000 a year for 10 years starting today, or £1,000 a year for 40 years starting in 9 years’ time? £40,000 seems l...

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9 Carat Gold Facts About Gold

Love gold or hate it, you can’t ignore it. Every year, we conduct a review of the supply and demand dynamics that affect the price of the yellow metal. The r...

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News Articles

Lasting Power of Attorney (LPA)

We strongly believe in and support the process of planning ahead, well in advance of any eventuality wherever possible, especially where an individual or lov...

Read the full article »

Pensions Freedoms and Scams

We are now well into the new world of pensions freedoms. In the March 2014 budget a loosening of the rules was announced and a year later in April 2015 and t...

Read the full article »

Standard Lifetime Allowance - Fixed & Individual Protection 2016

The Government has decided to offer yet more levels of protection for those lucky enough to have large pension funds. The two new protections available are F...

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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