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 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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Will Your Pension Contribution Return to Haunt You?

How much money can you pay into your pension this year, before the tax man writes to you asking for some of it back?a) £10kb) £40kc) £170k?

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Please Mind The Gap…Between Men & Women’s Retirement Savings

It is a well-known fact that women, for the most part, live longer than men yet on average, women continue to have less money when they come to retire. Surel...

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The “Invisible Hand”, Not Captain America, Will Save The US

Trump has won the election and will become the 45th President of the USA. It’s a shock as Hillary Clinton was clear favourite. This is the second time this y...

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COURTIERS Comments on October 2016 Markets

Since Britain voted to leave the EU the pound has experienced high levels of volatility, but last month it plunged to a new 31 year low against the US dollar...

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Brexit - For Richer or Poorer?

Brexiteers say that Britain will be significantly better-off outside the EU - they are right, but not for the reasons they think. The UK is at a crossroads -...

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Government Abandons Plans for Secondary Annuities Market

The final piece of the pensions freedoms jigsaw fell into place last Tuesday afternoon when Simon Kirby, Economic Secretary to Her Majesty’s Treasury announc...

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99 Days Later and Counting - Autumn Budget 2016

On 16th March 2016 George Osborne delivered his fifth spring budget; a goal to balance out the budget deficit by 2020, a new lifetime ISA, an 8% reduction in...

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News Articles

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...

Read the full article »

Autumn Statement 2016 - Response

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

Read the full article »

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...

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

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