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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Latest
Oldest
24
Mar
CIO Talk – Market Performance
Gary talks stock markets, investment performance, the UK economy and what's keeping the Investment Team busy. Working from home as an Asset management company it's been business as usual...
Gary Reynolds CFA
Investment
16
Mar
CIO Talk – strategies, markets, regulations & working from home
Investment Manager Gary Reynolds shares his views on the markets and unfolding current affairs, views which influence investment strategies at Courtiers.
Gary Reynolds CFA
Investment
Market Commentary
13
Mar
This time it’s not different…
Pandemics, unpleasant as they may be, tend to hit economic activity quite hard, but for a very short period, following which things recover.
Gary Reynolds CFA
Investment
09
Mar
CIO Update
Investing in funds yourself can be a bumpy ride. Amidst the outbreak of a pandemic, Investment expert Gary Reynolds talks to us about current market activity and investment opportunities.
Gary Reynolds CFA
Investment
Market Commentary
09
Mar
Morning bulletin
Pandemics happen periodically and are part of our history. COVID-19 is #4 in 102 years. Our recent stance of being cautious over the effects of COVID-19 has proved very defensive in this sell-off.
Gary Reynolds CFA
Investment
02
Mar
COVID-19: CIO Update
What is Courtiers doing to minimise the effect that COVID-19 is having on Courtiers Funds and our clients' portfolios? We interviewed CIO, Gary Reynolds, to find out…
Gary Reynolds CFA
Investment
Market Commentary
27
Jan
Politics and Investing. Times are changing
Expect more public spending and reduced taxes, both funded by higher borrowing. This will push up interest rates and hammer the value of long dated bonds | Subscribe for regular Investment Commentary
Gary Reynolds CFA
Investment
13
Jan
Active vs passive investing? 8 questions we should all ask
1. What is the money for? 2. When do you want to achieve these goals? 3. How much risk can you take? 4. Which asset classes will work best for you? Answers + the other four questions are right here.
Gary Reynolds CFA
Investment
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 CFA
Investment
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 CFA
Investment
