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.

Find out more »

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.

Find out more »

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.

Find out more »

Latest Video

Latest News

shadow

Options prove defensive in turbulent week

It has been a turbulent week, the most turbulent since the spring, although it is difficult to pin the recent decline in share prices on just one issue. Brex...

Read the full article »

Peace of mind in a financially educated workforce

Many employers appreciate the value of financial advice for employees, but how many integrate it into their business and reap the benefits?

Read the full article »

October 2018 - Market Update

As the Brexit deadline approaches, it remains a key source of short-term market volatility. The pound has had its most volatile month against the US dollar s...

Read the full article »

Changing consumer habits have shaken up industry sectors

 Key take-aways: The world and the way we interact with it has evolved There’s a new industry sector in town called Communication Services Some of t...

Read the full article »

Bright Futures: Cash savings/NS&I and the pitfalls of inflation eroding returns

Cash continues to play an important role in helping to meet certain financial needs and objectives, but how valuable can it be in preparing family for the fu...

Read the full article »

Performance in Lehman’s Terms…10 years on

Ten years ago today Lehman Brothers went bust and a global financial crisis ensued. What’s happened since?

Read the full article »

September 2018 - Market Update

The Turkish lira reached record low levels against the US dollar last month, as Donald Trump announced that he would be doubling metals tariffs on Turkey. At...

Read the full article »

Brexit - the storm before the calm?

I don’t think the absence of a deal for an orderly departure from the EU will be the armageddon everyone believes it will be. If I am right and/or Theresa Ma...

Read the full article »

With a growing Group SIPP member base, here’s how we maintain our standards

In 2015 Courtiers launched its Group Self Invested Personal Pension (Group SIPP) to help corporate clients meet automatic enrolment obligations. For some tim...

Read the full article »

Impeach? A look back

I was recently asked whether the sudden removal of Donald Trump as US President would be detrimental to stock prices.

Read the full article »
shadow

News Articles

Options prove defensive in turbulent week

It has been a turbulent week, the most turbulent since the spring, although it is difficult to pin the recent decline in share prices on just one issue. Brex...

Read the full article »

Peace of mind in a financially educated workforce

Many employers appreciate the value of financial advice for employees, but how many integrate it into their business and reap the benefits?

Read the full article »

October 2018 - Market Update

As the Brexit deadline approaches, it remains a key source of short-term market volatility. The pound has had its most volatile month against the US dollar s...

Read the full article »
All articles »

BORN IN HENLEY. EST. 1982

coin flare

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.

More about Courtiers »

Ask us for informal advice.

Call or visit us at 18 Hart Street, Henley-on-Thames.