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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Equity Market Exposure – A Tale of Two Indices

The S&P 500 has returned over double that of the FTSE 100 over the last 10 years. When translated into GBP, the effect is even greater, with the S&P returnin...

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April 2018 - Market Update

After experiencing high volatility in February, markets continued to waver in March. In the US, the fall in the equity market was led by poor performances fr...

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FTSE down - not out - an overview

2017 was meant to be a difficult year for investors. Post-Brexit blues, the election of President Trump and the rise of populism in Europe were billed as the...

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Bonds will bite you

Anyone holding long-dated bonds is betting that the government of the country of issue can keep inflation under control for the next half century and resist ...

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Spring Statement and New Tax Tables

Following two full Budgets last year, this week’s Spring Statement was expectedly low key.

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Time flies – don’t let opportunity fly with it

With a new tax year upon us (beginning 6 April 2018), it’s important to ensure you’re making the most of your allowances. Here’s a quick year-end checklist t...

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March 2018 - Market Update

After a prolonged period of rising markets, last month saw the first major blip since August 2015. Fears over increasing inflation and higher interest rates ...

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Why all these DB heebie jeebies?

There’s been a huge spike over the last couple of years in people transferring money away from final salary pension schemes (also known as Defined Benefit, o...

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The future’s bright…but it’s not Bitcoin

“Bitcoin is only for the speculators” was my conclusion in December and I stick to that, happily proved at least temporarily correct by the recent slump in t...

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The Continuous ISA: tax-efficient ISA gains for the widowed

Since 6th April 2015, any ISA gains accumulating following the death of the account holder have been subject to tax. In the new tax year, this will change.

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News Articles

Equity Market Exposure – A Tale of Two Indices

The S&P 500 has returned over double that of the FTSE 100 over the last 10 years. When translated into GBP, the effect is even greater, with the S&P returnin...

Read the full article »

April 2018 - Market Update

After experiencing high volatility in February, markets continued to waver in March. In the US, the fall in the equity market was led by poor performances fr...

Read the full article »

FTSE down - not out - an overview

2017 was meant to be a difficult year for investors. Post-Brexit blues, the election of President Trump and the rise of populism in Europe were billed as the...

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.

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