Courtiers Wealth Management
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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.
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Information on each of our offices, including maps and parking information.
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04
Sep
September 2019 – Market Update
Despite summer traditionally being quiet for financial markets, August saw the return of market volatility with the 2nd major wobble of the year. Investment commentary from James Timpson CFA
James Timpson CFA
Market Commentary
02
Aug
August 2019 – Market Update
After a not particularly close-fought battle, Johnson defeated Hunt in the Conservative leadership contest to become Prime Minister of the UK. The biggest challenge he faces now is Brexit.
James Timpson CFA
Market Commentary
02
Jul
July 2019 – Market Update
After a downturn in May, markets were back in positive territory in June, helped by trade tensions easing a little and increased speculation over possible interest rate cuts. James Timpson comments.
James Timpson CFA
Market Commentary
07
Jun
Investments? Avoid these 3 countries…
Our annual analysis of the World Economic Forum’s Global Competitiveness Index reveals they aren’t great investment prospects.
James Timpson CFA
Investment
05
Jun
June 2019 – Market Update
After a strong start to 2019, financial markets faltered in May as trade tensions continued to weigh on investors’ minds. Commentary from James Timpson, Investment Analyst.
James Timpson CFA
Market Commentary
02
May
May 2019 – Market Update
4 months into 2019 markets are flying. FTSE 100 gained over 10%, its most prosperous start to a year since '99, while the S&P 500 has amassed +17.51%...best start for US equities since '87.
James Timpson CFA
Market Commentary
03
Apr
April 2019 – Market Update
Given the large amounts of political anguish & indecision in the months leading up to the Brexit deadline, it perhaps comes as no surprise that the UK has not left the European Union as of 29th March.
James Timpson CFA
Market Commentary
04
Mar
March 2019 – Market Update
Global markets continued to perform well in February, following on from their excellent start to the year in January. Commentary from James Timpson CFA.
James Timpson CFA
Market Commentary
21
Feb
The total picture pays dividends
Based on the FTSE 100 index, the UK market's seemingly made little progress since '99, based on the price return index which doesn't reflect dividend income. The total return index tells another story
James Timpson CFA
Investment
04
Feb
February 2019 – Market Update
After a dismal end to 2018, investors will have been pleased to see markets back in positive territory in January. The MSCI World index, which measures global equities, managed to recover +7.14%.
James Timpson CFA
Market Commentary
