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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Bulletin - The Gentleman Is For Turning

It was his first and last Spring Budget but the Chancellor might now be wishing that it was his last Budget ever. Scarcely a week after he addressed the Comm...

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Spring Budget 2017 - Response

Key thoughts from our Private Client, Corporate Client and Investment & Fund Management Teams following Philip Hammond’s delivery of the Spring Budget.

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Use It, Don't Lose It

Many tax efficient opportunities tend to have a limited shelf life, commonly within each tax year. Understanding them before the tax year ends can help make ...

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COURTIERS Comments on February 2017 Markets

Theresa May’s end of March deadline for triggering Article 50 and commencing Brexit talks is fast approaching, and last month the Government published a much...

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Gross Payment of Interest Distributions to Investors – What Investors Need to Know

In the 2016 budget, the Government announced that it intended to change the tax rules so that interest distributions paid (or classed as paid in the example ...

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How Long Does It Take To Start A Business?

4.5 days in the UK, according to the World Bank. Over the last 10 years this has reduced from 10.5 days, making it quicker to start a business. This is one f...

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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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News Articles

Bulletin - The Gentleman Is For Turning

It was his first and last Spring Budget but the Chancellor might now be wishing that it was his last Budget ever. Scarcely a week after he addressed the Comm...

Read the full article »

Spring Budget 2017 - Response

Key thoughts from our Private Client, Corporate Client and Investment & Fund Management Teams following Philip Hammond’s delivery of the Spring Budget.

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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