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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Macro Overview & The UK

PDF (excludes video)After eight years of steady economic growth there is talk about whether a UK recession is looming. Anyone that has attended a speed awar...

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Our Future in our Hands

If we want control over our life in later years, we need to face retirement head-on and prepare for it.

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September 2017 - Market Update

UK personal credit firm Provident Financial suffered a mighty fall in value last month after it issued a statement revealing that its expected earnings for t...

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Geopolitical Uncertainty – Should we be Worried?

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

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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...

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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 ...

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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...

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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...

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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...

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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...

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News Articles

Macro Overview & The UK

PDF (excludes video)After eight years of steady economic growth there is talk about whether a UK recession is looming. Anyone that has attended a speed awar...

Read the full article »

Our Future in our Hands

If we want control over our life in later years, we need to face retirement head-on and prepare for it.

Read the full article »

September 2017 - Market Update

UK personal credit firm Provident Financial suffered a mighty fall in value last month after it issued a statement revealing that its expected earnings for t...

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 goals.

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.

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