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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Video Commentary

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News Articles

Cold Turkey – Good for Economy and Markets

George Soros says current conditions remind him of 2008. Rubbish! In 2008 markets were panicked by the realisation that the financial system was blighted by ...

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The Game of Tax

I recently attended a Tax Seminar and the speaker gave us ideas as to how we could work together to help our clients to mitigate tax. Let’s face it, going th...

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Shinzō Abe: Shogun or Showboat?

“Budget, or fudge-it!” is the advice to politicians that want to get re-elected. Shinzō Abe, Japan’s prime minister, chooses the latter, which is a pity beca...

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COURTIERS Comments on January 2016 Markets

There were financial market wobbles during the very first trading day of the year as concerns remained over the Chinese economic slowdown. Share prices in Ch...

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Five Reasons Iran Equities Won’t Be In Our Clients' Portfolios

With sanctions eased, foreign investors can now invest in Iranian equities. You won’t see these in your portfolio yet and here’s why:

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The Great Auto-Enrolment Switchover

We’re all doomed! Well, small and micro-employers might be. That was the take away message from a piece I wrote last year concerning the automatic enrolmen...

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Market Woes Bring January Blues

The start of 2016 has been none too happy for markets. Investors could be forgiven for deciding that singing the blues was more appropriate over the holidays...

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Market Review of 2015

The start of 2015 saw the Greek general election take place, and it was the left-wing Syriza party which emerged as the winner. Having narrowly missed out on...

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Pension Death Benefits- “The Nomination Registration Explanation”

Benjamin Franklin famously said “…in this world nothing can be said to be certain, except death and taxes”. But, although we are yet to solve the ultimate en...

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US Rate Rise – A Warning for Bond Investors

Phew, she did it! Janet Yellen put up US interest rates yesterday by 0.25% and saved me the ignominy of explaining why my forecast of a US rate rise at our s...

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All articles »

News Articles

Cold Turkey – Good for Economy and Markets

George Soros says current conditions remind him of 2008. Rubbish! In 2008 markets were panicked by the realisation that the financial system was blighted by ...

Read the full article »

The Game of Tax

I recently attended a Tax Seminar and the speaker gave us ideas as to how we could work together to help our clients to mitigate tax. Let’s face it, going th...

Read the full article »

Shinzō Abe: Shogun or Showboat?

“Budget, or fudge-it!” is the advice to politicians that want to get re-elected. Shinzō Abe, Japan’s prime minister, chooses the latter, which is a pity beca...

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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