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
14
Jan
Performance & developments to date
Leo and Gary discuss performance and various events following their catch up three weeks ago.
Gary Reynolds
Investment
23
Dec
Gary’s summary of 2020 and Christmas message
Leo talks to Gary about a whirlwind year, before setting sights on spring 2021.
Gary Reynolds
Investment
27
Nov
Looking back at the last 12 months
Gary looks back to November 2019 and all what's happened since with markets, before sharing views on the recent Spending Review.
Gary Reynolds
Investment
06
Nov
Why long-dated fixed interest securities are not “safe”
Interest rates are at a record low. Should we be worried?
Gary Reynolds
Investment
30
Oct
CIO Talk – Riding the Rollercoaster
Gary shares views from the Investment Team on what’s happening now and what may lie ahead, in the near future and further forward.
Gary Reynolds
Investment
09
Oct
Fact: ONS is one neutral source
Gary looks beneath the ‘noise’ for a clear view, as the pandemic continues to impact our daily lives.
Gary Reynolds
Investment
26
Aug
Govt debt passes £2 trillion — CIO Response
Is the recent announcement that government debt has tipped over £2 trillion a reason to be concerned? Furthermore, where does all the money the government’s borrowing come from? Let’s ask Gary…
Gary Reynolds
Investment
17
Jul
700 years of long-term global interest rates
CIO Gary Reynolds takes a look at 700 years of long-term global interest rates.
Gary Reynolds
Investment
18
Jun
CIO Q&A – 19th June 2020
Pandemic impact. Stock market rally. Unemployment, the government's furlough scheme and back on the radar…Brexit. Here’s the latest CIO Q&A.
Gary Reynolds
Investment
17
Jun
The astonishing spring stock market recovery – justified or not?
The spectacular fall in equity prices between mid-February and mid-March has been attributed to investors’ anticipation of the decimation of company profits could turn into the worst recession for over 300 years.
Gary Reynolds
Investment