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
01
Mar
Has London lost its lustre?
Jacob comments on reports of Amsterdam trumping London as Europe’s top share trading hub.
Jacob Reynolds
Investment
29
Jan
What’s the deal with GameStop?
The news has been awash in the last 24 hours with GameStop and Reddit. Here we explain what happened and clarify our position…
Jacob Reynolds
Investment
11
Sep
The US Stock Market in 2020
The five largest stocks in the S&P 500 now make up 23% of the entire index, the most concentrated it has been since the 1980s when IBM, Exxon and AT&T were on top of the world.
Jacob Reynolds
Investment
28
May
On a role – Quantitative Analyst & Data Scientist
Investment Management involves different roles. In this video we look at what it means to be a "Quantitative Analyst and Data Scientist" with insight from Jacob Reynolds.
Jacob Reynolds
Investment
14
Feb
Battery power may go up as well as down
If you typed “Should I” into Google last week, the list of predicted searches would have returned “Should I buy Tesla stock?” at the top | Should you? | Get investment commentary from experts.
Jacob Reynolds
Investment
30
Aug
Impeach? A look back
Would a sudden removal of Donald Trump as US President be detrimental to stock prices? Commentary from Jacob Reynolds, Quantitative Analyst and Data Scientist.
Jacob Reynolds
Investment
11
Apr
Equity Market Exposure – A Tale of Two Indices
Jacob Reynolds CFA, CQF examines the FTSE 100 index and the S&P 500 index - the flagship indices either side of the Atlantic.
Jacob Reynolds
Investment
