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

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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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Giving to Save

There are words in the English language that instantly make us feel uneasy, in a unique league of their own. ‘Disruption’ or ‘damp’ for example have negative...

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“Pound Pounded” – An E.U. Exit & A World Full of Change

I thought today was going to be boring, but as a precaution, we agreed an early start in the office “just in case…”. My alarm went off at 4am, I grabbed my i...

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“Pound Pounded” - Interview with Gary Reynolds, CIO

COURTIERS CIO Gary Reynolds considers the effects of recent events.

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Brexit Day in the Investment Team

We may not have expected Brexit but we were prepared for it. I wrote on Wednesday about our defensive positions in the US dollar and also our protection tra...

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The Union Jacked

Released 07:08amSo markets, polls & most economists have yet again been proved wrong. Contrary to expectations, our country has voted to leave the EU, provin...

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Automatic Re-enrolment – Your Pension Needs You!

Employers that went through staging in 2013 will soon be celebrating their three year staging anniversary, if they have not done so already. On your 3rd wedd...

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Referendum – what to expect from COURTIERS

As we go to the polls tomorrow, we thought an update on how we are preparing and how we are positioned in COURTIERS’ Funds would be appropriate for our clients.

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shadow All articles »

News Articles

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...

Read the full article »

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...

Read the full article »

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...

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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