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.
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
15
Jul
UK Base Rate Unchanged – Has Confidence Returned?
Three weeks ago we woke to the biggest political and economic upheaval for decades. Many, like me, thought the country would vote for the status quo of continued EU membership. We didn’t.
Gary Reynolds CFA
Investment
24
Jun
“Pound Pounded” – An E.U. Exit & A World Full of Change
Investing in funds. As is typical of any period of market turbulence, investors seeking a safe haven flew to the US dollar. So last night we made a large profit on our dollars.
Gary Reynolds CFA
Investment
24
Jun
“Pound Pounded” – Interview with Gary Reynolds, CIO
Courtiers Chief Investment Officer Gary Reynolds talks about the impacts of the Brexit vote to leave the EU. UK wealth management news.
Gary Reynolds CFA
Investment
24
Jun
The Union Jacked
So markets, polls & most economists have again been proved wrong. Our country has voted to leave the EU, proving that UK people distrust European politicians even more than they dislike British ones.
Gary Reynolds CFA
Investment
08
Jun
Equities & Gilts
What is the Barclays Equity Gilt Study? How can you predict future inflation? We asked experienced investment manager Gary Reynolds these questions and more (video and transcript).
Gary Reynolds CFA
Investment
15
May
9 Brexit Questions – Interview with Gary Reynolds, Courtiers CIO
What might happen to the pound? Might the UK ever adopt the euro? How might an exit impact Courtiers clients’ investments? Video and transcript featuring all questions.
Gary Reynolds CFA
Investment
21
Apr
Brexit
The pugilists have entered the ring. In the red corner, we have the “better out” campaign, and in the blue corner, the “better in”. There are no knock-outs. This fight will go to the bell.
Gary Reynolds CFA
Investment
08
Mar
Five Inspirational Women From Finance & Commerce
On International Women’s Day 2016 Gary shares thoughts on Dame Colette Bowe, Dr Theodora Zemek, Christine Lagarde, Theresa May and Diana Choyleva
Gary Reynolds CFA
Investment
25
Feb
The Big Short & Broad Diversification
While some in finance talk their own book in view of self-fulfilling prophecies, Courtiers sees it how it is and shares some educated views.
Gary Reynolds CFA
Investment
19
Feb
Down the Japan
By 2050 43% of Japan's population will be aged over 60 and only about 45% will be in working age. Are we seeing Japandemonium in the making?
Gary Reynolds CFA
Investment