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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Performance in Lehman’s Terms…10 years on

Ten years ago today Lehman Brothers went bust and a global financial crisis ensued. What’s happened since?

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September 2018 - Market Update

The Turkish lira reached record low levels against the US dollar last month, as Donald Trump announced that he would be doubling metals tariffs on Turkey. At...

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Brexit - the storm before the calm?

I don’t think the absence of a deal for an orderly departure from the EU will be the armageddon everyone believes it will be. If I am right and/or Theresa Ma...

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With a growing Group SIPP member base, here’s how we maintain our standards

In 2015 Courtiers launched its Group Self Invested Personal Pension (Group SIPP) to help corporate clients meet automatic enrolment obligations. For some tim...

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Impeach? A look back

I was recently asked whether the sudden removal of Donald Trump as US President would be detrimental to stock prices.

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Bright Futures: Nurture your children and grandchildren’s wealth and save on tax at the same time

If you’re keen to pass wealth to your children, grandchildren or great grandchildren to support your family goals and direction in life, where do you start? ...

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Can I pass my property to my children to cut my tax bill?

For many clients one of their main assets is property, or properties. In a number of cases we have been asked if they can transfer this property to relatives...

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August 2018 - Market Update

There were two big-name departures in UK politics last month as Brexit secretary David Davis and Foreign Secretary Boris Johnson both resigned from Theresa M...

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July 2018 - a look at last month's markets

Recent market volatility has been brought about by the ongoing trade war between the US and China. Last Monday the FTSE 100 index fell more than 2% its bigge...

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News Articles

Performance in Lehman’s Terms…10 years on

Ten years ago today Lehman Brothers went bust and a global financial crisis ensued. What’s happened since?

Read the full article »

September 2018 - Market Update

The Turkish lira reached record low levels against the US dollar last month, as Donald Trump announced that he would be doubling metals tariffs on Turkey. At...

Read the full article »

Brexit - the storm before the calm?

I don’t think the absence of a deal for an orderly departure from the EU will be the armageddon everyone believes it will be. If I am right and/or Theresa Ma...

Read the full article »
All articles »

BORN IN HENLEY. EST. 1982

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About Courtiers

Courtiers tailors wealth management strategies specifically to support the financial goals of individuals and families.

A traditional method of "listening first" allows us to understand exactly where a client is in life, where they hope to be in future and how we might help them get there.

Courtiers advisers are qualified and experienced. They combine their knowledge of government taxes and legislation with their understanding of clients' circumstances to identify opportunities and help maximise wealth.

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Ask us for informal advice.

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