Courtiers applies knowledge, global resource and refined intuition to help high net worth individuals and organisations achieve more from their goals and ambitions.
Co-founded over 33 years ago the business’ ethos has become very simple: “our clients’ interests are our own”.
With the combined qualifications and capabilities of a very carefully chosen team, Courtiers focuses intricately on its clients’ needs, aiming through clear collaboration to:
- Listen to and understand all aspects of clients’ goals and aspirations.
- Apply intellect, insight, intuition and global reach to respond to clients’ individual needs and objectives.
- Tailor intricately specific strategies and solutions to maximise wealth and performance based on individual circumstances, needs and budgets.
- Communicate opportunities, solutions and updates very clearly - in a way our clients understand.
- Maintain an active and accessible presence to offer regular performance reviews alongside updates on emerging opportunities, industry news, rules and regulations.
- Support and guide clients on the journey. The financial world is more intricate and fluid than many industries and requires constant attention to maximise any investment opportunity and the results. We understand this, while our clients appreciate the freedom and peace of mind they need to focus on their own lives and objectives.
If you have personal wealth you’re keen to build, protect, enjoy or pass on later – if you’re responsible for an organisation that could use the guidance and hands-on support of an educated corporate ally to attract and retain staff while complying with all manners of rules and legislations surrounding Employee Benefit Schemes, Corporate Trustee Responsibilities and various cover for other eventualities, meet Courtiers and find out how together you can optimise the present to maximise the future.
Seminars & Events
Valuable live commentary on the latest investment views and news, delivered with a unique Courtiers edge.Info & Booking »