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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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 might seem 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 ...

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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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Summary of the August 2016 Inflation Report

The day the UK inflation report is released is normally hyped in the market as “Super Thursday”. Yesterday was super-super Thursday! The Governor of the Bank...

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COURTIERS Comments on July 2016 Markets

The aftermath of the UK’s decision to leave the European Union continued to dominate the headlines last month. The Conservative leadership contest came to a ...

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A Question of Trust(s)

Trusts. To some a bad word, to others a source of confusion. For many, trusts should form an integral part of an overall financial planning strategy. Availab...

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Retirement Planning (A Walk in The Park?)

In recent months we have seen the number of annuity providers on the open market reduce, creating less choice and making the need for financial advice more i...

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UK Base Rate Unchanged – Has Confidence Returned?

Three weeks ago we woke to the biggest political and economic upheaval for decades. Many, like me, thought the country would vote for the status quo of conti...

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Commercial Property Funds – Is This 2008 All Over Again?

In the aftermath of the Global Financial Crisis many commercial property funds suspended trading. Some eventually went bust, returning only a fraction of inv...

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COURTIERS Comments on June 2016 Markets

The EU referendum took place on June 23rd with over 33 million UK citizens voting for the UK to either remain in or leave the European Union. The result went...

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News Articles

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...

Read the full article »

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

Pensions. Which offer might seem 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 ...

Read the full article »

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...

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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