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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02
Jul
July 2020 – Market Update
James provides an overview of market performance in June, including a specific look at annual movements over 2% in the MSCI World Net Total Return Index since 2008.
James Timpson CFA
Market Commentary
02
Jun
June 2020 – Market Update
Another month, another investment market update. Investment Analyst James Timpson takes us through activity over the last month.
James Timpson CFA
Market Commentary
04
May
May 2020 – Market Update
James' monthly update helps us understand investment market performance and what opportunities there might be for investors.
James Timpson CFA
Market Commentary
03
Apr
April 2020 – Market Update
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
03
Mar
March 2020 – Market Update
Fears regarding the spread and impact of COVID-19 dominated markets towards the end of last month, with many indices suffering their worst week since the 2008 global financial crisis.
James Timpson CFA
Market Commentary
04
Feb
February 2020 – Market Update
January was a volatile month for global markets with the outbreak of the coronavirus in China making investors jittery | Investment commentary and your regular monthly round up from Investment experts
James Timpson CFA
Market Commentary
03
Jan
January 2020 – Market Update
December rounded off what has been a lucrative year for global equity markets, despite some wobbles along the way | Commentary from Investment Analyst James Timpson CFA | Sign up for regular news.
James Timpson CFA
Market Commentary
04
Dec
December 2019 – Market Update
Global markets continued upward in November, with the MSCI World index gaining +3.15%. This brings the year-to-date return of the index to +24.5%, putting it on track for its best year since 2013.
James Timpson CFA
Market Commentary
04
Nov
November 2019 – Market Update
The Brexit deadline of 31st October has come and gone, and yet the UK has still not left the European Union. Monthly market commentary from James Timpson CFA. Subscribe for regular updates.
James Timpson CFA
Market Commentary
02
Oct
October 2019 – Market Update
September has been another eventful month in politics, on both sides of the Atlantic. Commentary including a full round-up of September market performance from Investment Analyst, James Timpson CFA.
James Timpson CFA
Market Commentary
