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.
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03
Jun
June 2017 – Market Update
The final round of voting in the French election took place last month and the winner, with 66.1% of the vote, was Emmanuel Macron of the En Marche! party. Commentary from James Timpson CFA.
James Timpson CFA
Market Commentary
16
May
Barclays Equity Gilt Study 2016
The Equity Gilt Study from Barclays is an annual publication containing extensive data on UK equity, bond and cash returns since 1900. Read the research note.
James Timpson CFA
Investment
04
May
April 2017 Markets
Theresa May has called for a snap general election on 8th June. She hopes the election will result in a healthy parliamentary majority for the Conservatives as Brexit negotiations enter full swing.
James Timpson CFA
Market Commentary
05
Apr
Last Month: A look at March 2017 Markets
Theresa May finally triggered Article 50 last week, and in doing so has officially started the process which will take Britain out of the European Union in 2019. Commentary from James Timpson CFA.
James Timpson CFA
Market Commentary
03
Mar
Courtiers Comments on February 2017 Markets
Theresa May’s end of March deadline for triggering Article 50 and commencing Brexit talks is approaching. Last month the Government published a much-anticipated White Paper outlining Brexit plans.
James Timpson CFA
Market Commentary
02
Feb
Courtiers Comments on January 2017 Markets
The Supreme Court in London declared its ruling on Article 50. This and more in this month's investment update from James Timpson CFA.
James Timpson CFA
Market Commentary
04
Jan
Courtiers Comments on December 2016 Markets
December saw Italy vote based on a constitutional reform which would provide more power to the Chamber of Deputies – the Italian equivalent of the UK’s House of Commons – and less power to the Senate.
James Timpson CFA
Market Commentary
02
Dec
Courtiers Comments on November 2016 Markets
James' monthly update helps us understand investment market performance and what opportunities there might be for investors.
James Timpson CFA
Market Commentary
02
Nov
Courtiers Comments on October 2016 Markets
Is now a good time to invest? With another monthly round up of market performance, Investment Analyst James Timpson offers some insight into what's happening in the markets.
James Timpson CFA
Market Commentary
10
Oct
Courtiers Comments on September 2016 Markets
Global markets were fairly volatile during the month as participants speculated over whether the Federal Reserve would increase interest rates.
James Timpson CFA
Market Commentary