Courtiers Wealth Management
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News & Insights
Corporate Services
Working Together
Combine with an outside perspective to help establish, implement and manage corporate schemes.
Pensions & Auto Enrolment
Understand the rules, the options, the processes and the comfort in being compliant.
Employee Benefits
New schemes, reviews and advice for Trustees. Helping to identify and meet specific requirements.
Business Protection
Various insurance options and the support you need to ensure business remains on track as planned.
Personal Wealth Management
How we work together
Listening to understand your goals in life. Guiding each other to help you get there.
Tax Advice
Reviews, assessments and management of your tax affairs. Information on various tax types.
Investment Advice
Guiding clients through market fluctuations. Identifying opportunity and managing risk.
Courtiers Funds
Fund Information
Key information and fund detail. Includes prices, performance and documentation.
Investing in Courtiers Funds
Explore the various routes to investing in Courtiers Funds, for new and existing investors.
Charges & Costs
Explanations of the costs and charges associated with investing in Courtiers Funds.
Regulatory Disclosures
Information and links to download detailed documentation.
Documentation
Access product and fund information alongside the latest financial reports.
Company & People
History
From then to now…why Courtiers exists and what drives us.
Our People
Meet the people steering your investments in the right direction.
Key Locations / Directions
Information on each of our offices, including maps and parking information.
Work with us
Opportunities come and grow. Roles available right now.
Courtiers Client Seminar
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01491 578 368
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Latest
Oldest
24
Dec
Action and reaction…2019 into 2020
2019 will be remembered as the year in which domestic markets were dominated by domestic politics. For every action there is a reaction, and the reaction to an increase in spending from Westminster…
Gary Reynolds
Investment
20
Dec
2019 Courtiers Client Seminar Summary
Summary of the 2019 Courtiers Client Seminar. Includes Annual Market review | Fund performance summary | Investment views and Commentary.
Courtiers
Investment
Market Commentary
Tax
20
Dec
A new head start with the Courtiers Junior ISA
How to help younger generations build their wealth. Learn about the Courtiers Junior ISA (also called a "JISA"). Wealth management including tax advice, investment advice and help investing in funds.
Graeme Clark
Tax
13
Dec
Comfortable Win for Conservatives – Pound and Shares Rally
FTSE 100 futures leapt nearly 1% as the scale of the Conservative’s win over Corbyn’s Labour Party became apparent. The GBP rocketed by even more, up over 3.5% against the USD early Friday morning.
Gary Reynolds
Investment
06
Dec
Property funds on rocky foundations?
Increasing property fund redemptions. Fears other suspensions may follow. Managers blame Brexit uncertainty and failing high streets. Courtiers Funds hold no positions in commercial property funds.
Courtiers
Investment
04
Dec
December 2019 – Market Update
Global markets continued upward in November, with the MSCI World index gaining +3.15%. This brings the year-to-date return of the index to +24.5%, putting it on track for its best year since 2013.
James Timpson
Market Commentary