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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Financial Shenanigans

When Willie Sutton was asked why he robbed banks, he replied, “because that’s where the money is”. Money attracts fraudsters, rogues and conmen, all trying t...

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TAA costing more than money

The Tapered Annual Allowance (TAA) is malignant in its nature. Back in May, we highlighted a sheer lack of sense in the initiative and its impact, specifical...

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July 2019 - Market Update

After a downturn in May, markets were back in positive territory in June, helped by trade tensions easing a little and increased speculation over possible in...

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Paying Inheritance Tax to gain Probate – the chicken / egg scenario

Inheritance Tax and Probate form a common problem when someone we know dies: how to settle the Inheritance Tax bill before probate can be secured?

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Little assurance beyond your lifetime allowance

Most people are aware, perhaps only in a general sense, that there is a limit to how much you can accumulate in pensions before HMRC comes knocking. This lim...

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Investments? Avoid these 3 countries…

In the investment world, saying no is just as important as saying yes. Sometimes even more so.

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June 2019 - Market Update

After a strong start to 2019, financial markets faltered in May as trade tensions continued to weigh on investors’ minds. Last Friday Donald Trump announced ...

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What liquidity means to us

In the wake of the news headlines regarding the suspension of Neil Woodford’s UK Equity Income fund, we clarify our stance on liquidity (the ease of converti...

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Happiness

Judging by some of the conversations I’ve had around the dinner table, in the pub, or in chance meetings on the high street, the late 2010s are a dismal peri...

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Pension tax charges are sending doctors home early

If you’ve read any of my recent updates regarding pension tax charges, you’ll know I’m not a big fan of the Tapered Annual Allowance (TAA). I’m not the only ...

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News Articles

Financial Shenanigans

When Willie Sutton was asked why he robbed banks, he replied, “because that’s where the money is”. Money attracts fraudsters, rogues and conmen, all trying t...

Read the full article »

TAA costing more than money

The Tapered Annual Allowance (TAA) is malignant in its nature. Back in May, we highlighted a sheer lack of sense in the initiative and its impact, specifical...

Read the full article »

July 2019 - Market Update

After a downturn in May, markets were back in positive territory in June, helped by trade tensions easing a little and increased speculation over possible in...

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.