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
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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
08
Sep
Courtiers Comments on August 2016 Markets
The Bank of England cut the UK’s base interest rate for the first time in over seven years last month to a new record low of 0.25%. Commentary from James Timpson.
James Timpson CFA
Market Commentary
03
Aug
Courtiers Comments on July 2016 Markets
The aftermath of the UK’s decision to leave the European Union continued to dominate the headlines last month. Monthly update from investment analyst James Timpson.
James Timpson CFA
Market Commentary
06
Jul
Courtiers Comments on June 2016 Markets
The EU referendum took place on June 23rd with over 33 million UK citizens voting for the UK to either remain in or leave the European Union. Read this month's roundup of the markets.
James Timpson CFA
Market Commentary
13
Jun
Courtiers Comments on May 2016 Markets
The London mayoral election took place in May and Labour candidate Sadiq Khan overcame his Conservative rival Zac Goldsmith to succeed Boris Johnson as the Mayor of London.
James Timpson CFA
Market Commentary
11
May
Courtiers Comments on April 2016 Markets
One of the biggest data leaks in history took place at the start of April as German newspaper Süddeutsche Zeitung uncovered the ‘Panama Papers’, a collection of 11.5 million files.
James Timpson CFA
Market Commentary
