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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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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Changes to entrepreneurs’ relief – a relief for who?

Prior to April 6 2019, entrepreneurs’ relief allowed some business owners, investors and trustees to reduce Capital Gains Tax from 20% to 10% after a year. N...

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May 2019 - Market Update

We’re four months into 2019 and so far this year markets have been flying. The FTSE 100 index is currently enjoying its most prosperous start to the year sin...

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3 countries showing investment potential

It’s a myth that the least developed countries (known as frontier markets) are the growth prospects of the future.

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The Brexit Cloud Has a Silver Lining

When it comes to feelings, we British default to our Victorian “stiff upper lip” values, but a few topics make even our blood boil; MPs spending our money on...

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News Articles

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...

Read the full article »

Investments? Avoid these 3 countries…

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

Read the full article »

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 ...

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.