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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04
Jan
January 2019 – Market Update
2018 saw the return of volatility to markets, culminating in a particularly grim December. As a result, many major indices have had their worst year since the global financial crisis a decade ago.
James Timpson CFA
Market Commentary
02
Nov
November 2018 – Market Update
Amidst ongoing trade wars between China & US, the Brexit deadline and fears over slowing growth / higher interest rates, global markets experienced their second major downturn of the year.
James Timpson CFA
Market Commentary
04
Oct
October 2018 – Market Update
As the Brexit deadline approaches, it remains a key source of short-term market volatility. Investment Commentary from Analyst James Timpson CFA.
James Timpson CFA
Market Commentary
04
Sep
September 2018 – Market Update
The Turkish lira reached record low levels against the US dollar last month, as Donald Trump announced that he would be doubling metals tariffs on Turkey. Commentary from James Timpson CFA.
James Timpson CFA
Market Commentary
08
Aug
Equities v Gilts: Which should you choose?
Results borne from analysis of 118 years’ worth of annual UK returns data. Commentary from Investment Analyst James Timpson CFA.
James Timpson CFA
Investment
03
Aug
August 2018 – Market Update
There were two big-name departures in UK politics last month as Brexit secretary David Davis and Foreign Secretary Boris Johnson both resigned from Theresa May’s cabinet within a day of each other.
James Timpson CFA
Market Commentary
05
Jul
July 2018 – a look at last month’s markets
Recent market volatility has been brought about by the ongoing trade war between the US and China. Investment Commentary from James Timpson CFA.
James Timpson CFA
Market Commentary
06
Jun
June 2018 – Last month’s markets
US President Donald Trump continued to make the headlines last month. He announced that the US would be withdrawing from the Iran nuclear deal, a move strongly opposed by the other members of the deal
James Timpson CFA
Market Commentary
03
May
May 2018 – a look at last month’s markets
The UK economy underperformed this year, with latest figures from the ONS showing that GDP growth was just 0.1% in the first three months. Commentary from James Timpson CFA.
James Timpson CFA
Market Commentary
04
Apr
April 2018 – Market Update
After experiencing high volatility in February, markets continued to waver in March. In the US, the equity market fall was led by poor performances from tech stocks. Commentary fron James Timpson CFA.
James Timpson CFA
Market Commentary