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 News

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AM update on PM announcement

Last night, Prime Minister Theresa May secured a vote of confidence. She remains in power – for now. As for markets…

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Brexit – 5 Months. 3 Scenarios. 1 Investment Approach

Last night, rumours circulated that Theresa May finally managed to negotiate the terms of Britain’s exit from the European Union (EU) under what is known as ...

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Bright Futures: Children and pensions growing together

From the moment a child is born, a pension can be set up in their name. Contributions of £3,600 every tax year will benefit from tax relief and could see the...

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November 2018 - Market Update

Amidst the ongoing trade war between China and the US, the approaching Brexit deadline and fears over slowing growth and higher interest rates, global market...

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Share Prices Fall in the Fall

The “fall” (autumn for us Brits) has so far recorded more gusts in the financial world than across the UK countryside, where the weather has been sunny and m...

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Options prove defensive in turbulent week

It has been a turbulent week, the most turbulent since the spring, although it is difficult to pin the recent decline in share prices on just one issue. Brex...

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Peace of mind in a financially educated workforce

Many employers appreciate the value of financial advice for employees, but how many integrate it into their business and reap the benefits?

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October 2018 - Market Update

As the Brexit deadline approaches, it remains a key source of short-term market volatility. The pound has had its most volatile month against the US dollar s...

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Changing consumer habits have shaken up industry sectors

 Key take-aways: The world and the way we interact with it has evolved There’s a new industry sector in town called Communication Services Some of t...

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News Articles

AM update on PM announcement

Last night, Prime Minister Theresa May secured a vote of confidence. She remains in power – for now. As for markets…

Read the full article »

Brexit – 5 Months. 3 Scenarios. 1 Investment Approach

Last night, rumours circulated that Theresa May finally managed to negotiate the terms of Britain’s exit from the European Union (EU) under what is known as ...

Read the full article »

Bright Futures: Children and pensions growing together

From the moment a child is born, a pension can be set up in their name. Contributions of £3,600 every tax year will benefit from tax relief and could see the...

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.