Courtiers Wealth Management
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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.
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Opportunities come and grow. Roles available right now.
Courtiers Client Seminar
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Latest
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17
Dec
US Rate Rise – A Warning to Bond Holders
If you are amongst the 300 that attended the Courtiers Annual Seminars on the 8th & 11th December, you’ll be aware I predicted that US interest rates would go up and Janet Yellen obliged yesterday.
Gary Reynolds
Investment
17
Dec
US Rate Rise – A Warning for Bond Investors
Janet Yellen put up US interest rates yesterday by 0.25%, saving me the ignominy of explaining why my forecast of a US rate rise at our last seminars and again in my article dated 15th Dec, was wrong.
Gary Reynolds
Investment
17
Dec
Pension Death Benefits- “The Nomination Registration Explanation”
From 6th April 2015 the second phase of the government’s radical shake up of the pension industry came into force. Now known as the “Pension Freedoms Act”, the new rules allow greater flexibility.
Courtiers
Pensions
Tax
15
Dec
US Interest Rates To Rise
It's over seven years since the collapse of Lehman Brothers marked the height of the global financial crisis and the beginning of a worldwide economic slump. Investment insights from CIO Gary Reynolds.
Gary Reynolds
Investment
09
Dec
Courtiers Comments on November 2015 Markets
In the latest update on interest rates, the Governor of the Bank of England, Mark Carney, said that UK rates are likely to remain low “for some time”. The basic rate has remained at a record low…
James Timpson
Market Commentary
07
Dec
Automatic Enrolment, Past & Present
You may have a company pension scheme in place but is it up to the job? Does it meet all the rules set out in the legislation? Are employer and employees contributing enough and are charges suitable?
Courtiers
Pensions