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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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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Bright Futures: A financial head start in an evolving era

Nothing quite beats the charm and magic of your first piggy bank, a place to store away the pennies found on adventures. Or waking up to find payment under t...

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Compulsory contributions increase

From April 6 2019, automatic enrolment minimum contributions will rise from 5 to 8 percent, under the default qualifying earnings basis. With employee and em...

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April 2019 - Market Update

Given the large amounts of political anguish and indecision in the months leading up to the Brexit deadline, it perhaps comes as no surprise that the UK has ...

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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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News Articles

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...

Read the full article »

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...

Read the full article »

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.

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.