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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Bright Futures: Bare Trusts

Mrs Banks’s plaintive cry to the departing Mary Poppins has often been repeated and/or paraphrased in recent past. Rather than a rhetorical statement tugging...

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February 2019 - Market Update

After a dismal end to 2018, investors will have been pleased to see markets back in positive territory in January. The MSCI World index, which measures globa...

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Tapered Annual Allowance – Time to act

Thousands of people are drifting in blissful ignorance towards large tax bills. Are you one of them?

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Prospects for 2019

Just after Christmas I wrote that the last month of 2018 may prove the worst December for the US stock market since the Great Depression of 1931. In the end,...

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January 2019 - Market Update

2018 saw the return of volatility to markets, culminating in a particularly grim December. As a result, many major indices have had their worst year since th...

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It's beginning to look a lot like Christmas (at last!)

December brought little seasonal cheer to equity investors, especially in America where, by close on Christmas Eve, the S&P 500 (an index of the share prices...

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Present times are proving defensive

Tension between the US President & his treasury officials have made a not-so-happy Christmas for equity investors.

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Bright Futures: A time for gifting

In years gone by, I’ve slaved over the perfect gift for my loved ones, agonising over the colours, the sizes, the price, will they love it? Will they use it?...

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A look at 2018 into 2019: A message from Gary Reynolds

Chief Investment Officer, Gary Reynolds, looks back at market performance throughout the year and wraps up 2018 with a message for all of our clients.

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News Articles

Bright Futures: Bare Trusts

Mrs Banks’s plaintive cry to the departing Mary Poppins has often been repeated and/or paraphrased in recent past. Rather than a rhetorical statement tugging...

Read the full article »

February 2019 - Market Update

After a dismal end to 2018, investors will have been pleased to see markets back in positive territory in January. The MSCI World index, which measures globa...

Read the full article »

Tapered Annual Allowance – Time to act

Thousands of people are drifting in blissful ignorance towards large tax bills. Are you one of them?

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.