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.

Find out more »

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.

Find out more »

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.

Find out more »

Latest Video

Latest News

shadow

Geopolitical Uncertainty – Should we be Worried?

As geopolitical uncertainty hits markets, we asked our CIO, Gary Reynolds, for his perspective.

Read the full article »

Inflation Trepidation at the MPC

The Bank of England’s Monetary Policy Committee (MPC) is worried. Inflation is running at 2.6% and has been above the Government’s 2% target since February t...

Read the full article »

August 2017 - Market Update

Chinese stocks have surged in value over the last month. In July the MSCI China index, which measures the performance of 150 stocks and covers around 85% of ...

Read the full article »

When Pensions + Life Insurance = Tax Bill

You might think you know how much life insurance your employer provides as part of your employee benefits package. You may not be aware, however, that in the...

Read the full article »

July 2017 - Market Update

The UK general election took place last month and in a surprise result Theresa May and the Conservative party were unable to secure a majority. The Tories wo...

Read the full article »

Capital Gains Tax – Complexity & Opportunity

Capital Gains Tax (CGT) is due on any profit realised through the disposal of assets. Thankfully one asset that can escape this tax might be one of the most...

Read the full article »

Work Hard, Save Hard

If the wisdom of George Banks stood true, we would all be rushing to the nearest bank to invest a tuppence with the promise of it multiplying into a bountifu...

Read the full article »

Election Day Results

Apart from the Atlantic, there is another factor that separates the US President from the UK Prime Minister…one is an outstanding campaigner and a lousy admi...

Read the full article »

Hung Parliament – What Next?

Theresa May has returned to London disappointed. Her party has not got a majority and has lost key seats and ministers. This has not been a victory for Labou...

Read the full article »

Pre-election Positioning

An indication of our positioning in our multi-asset funds in advance of the UK election results might be helpful. We remain long term investors but have take...

Read the full article »
shadow

News Articles

Geopolitical Uncertainty – Should we be Worried?

As geopolitical uncertainty hits markets, we asked our CIO, Gary Reynolds, for his perspective.

Read the full article »

Inflation Trepidation at the MPC

The Bank of England’s Monetary Policy Committee (MPC) is worried. Inflation is running at 2.6% and has been above the Government’s 2% target since February t...

Read the full article »

August 2017 - Market Update

Chinese stocks have surged in value over the last month. In July the MSCI China index, which measures the performance of 150 stocks and covers around 85% of ...

Read the full article »
All articles »

BORN IN HENLEY. EST. 1982

coin flare

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.

More about Courtiers »

Ask us for informal advice.

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

Stay up to date in an evolving financial world

Sign up for valuable views from the top of the Courtiers team (articles and videos) straight to your inbox.