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How financial planning is the key link that puts you in control of your capital
Rather than choosing a product and building your financial plans around it, the better way to ensure your finances work towards your goals is to create a financial plan. We run through how to approach this effective measure and what results you may gain.
February 2024 – Market Update
Our February Market Update covers how investment data affects the market, where Courtiers are looking to diversify and other highlights of the markets in January. Sit down with James and Leo and find out what’s happened so far this year in the investment space.
What is lifetime cashflow modelling?
Essential to the advice we can give you, lifetime cashflow modelling ensures we can project, plan and proposition how to make your finances deliver to your lifetime goals. Key to a strong financial plan, lifetime cashflow modelling is at the heart of every Financial Planner’s arsenal.
Courtiers, Rams Rugby and the value of community
A focus on team, community and development - are we talking about the Rams, Courtiers or both? With the Rams reaching its 100th year and over 30 years of Courtiers sponsorship, we look at why we decided to sponsor them, and how the two share some of the same values and qualities.