News & Insights

With people’s finances under increasing strain from 40-year high inflation and myriad other external factors, clients should work closely with their Adviser to help them stick to their long term plans and goals, say Graeme Clark, Head of Private Clients, and Paul Kemsley, Senior Private Client Manager in their latest Quarterly Review.

When contacted by someone purporting to be from HMRC it pays to be vigilant. Is the person, email or text really from HMRC, or is it a scam perpetrated by fraudsters? This article highlights the sort of things these criminals get up to as they seek to part you from your money and gives advice on how you can avoid falling victim.

It is important for Courtiers that the organisations with whom it partners share its own commitment to the community and wider society. That’s why it is delighted to support a former Men’s Captain at Badgemore Park’s efforts to raise funds for three charities that are close to the hearts of the club’s members.

Since the start of the year, it’s been a tough time for markets, with several experiencing falls of more than 20%. Set against these benchmarks, Courtiers Funds have performed impressively, says Gary, as he outlines the Investment Team’s approach to stock selection. Looking ahead, he refuses to be ‘a doomster’, and sees great opportunities in clean energy.

The rise of income drawdown and persistently low interest rates led to a collapse in the sale of annuities. With rising interest rates already feeding through into higher pay outs and the security of a guaranteed income in retirement, could annuities be about to make a comeback?

While winning a lottery is never a dead cert, there are some numbers we can choose that could help us control our affairs, and especially our finances. This article highlights how reaching certain ages can open the door to financial services and planning opportunities.