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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Pay attention: confusion can cost fortunes

HMRC recently lost what could prove to be a very significant court case. If there is no appeal, the ruling gives a glimmer of hope to the thousands of peopl...

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2019/20 Spring Statement Summary and Tax Tables

The Chancellor rose in a parliament preoccupied with the ongoing Brexit drama to deliver a Spring Statement on the state of the economy.

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Global digital infrastructure: the race is on

At the Client Seminar last December, I talked about the Chinese funding of large physical infrastructure projects in key locations. This included ports, road...

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New tax year incoming (31 days and counting)

Every year, in fact every hour of every day, clocks spin us through annual cycles which seem to accelerate as the years accumulate. Time flies when there are...

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March 2019 - Market Update

Global markets continued to perform well in February, following on from their excellent start to the year in January. The MSCI World index, which measures th...

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Bright Futures: Flexible Thinking

As younger generations develop life goals, there is a way for parents, grandparents, family and friends to contribute money or assets to support them with a ...

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The total picture pays dividends

Back in December at our 2018 Client Seminar, a client raised the valid point that, based on the FTSE 100 index, the UK market has seemingly not made any prog...

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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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News Articles

Pay attention: confusion can cost fortunes

HMRC recently lost what could prove to be a very significant court case. If there is no appeal, the ruling gives a glimmer of hope to the thousands of peopl...

Read the full article »

2019/20 Spring Statement Summary and Tax Tables

The Chancellor rose in a parliament preoccupied with the ongoing Brexit drama to deliver a Spring Statement on the state of the economy.

Read the full article »

Global digital infrastructure: the race is on

At the Client Seminar last December, I talked about the Chinese funding of large physical infrastructure projects in key locations. This included ports, road...

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.