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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02
Jul
July 2021 – Market Update
James looks back at the markets in June, as global equities continued their upward trend, although concerns remained about the potential effects of rising inflation.
James Timpson
Market Commentary
04
Jun
June 2021 – Market Update
James reviews the markets in May as the economic recovery continues to pick up speed, both in the UK and beyond.
James Timpson
Market Commentary
05
May
May 2021 – Market Update
James looks back over April and discusses the impacts of current global activity on markets and Courtiers Funds.
James Timpson
Market Commentary
07
Apr
April 2021 – Market Update
Courtiers Analyst James Timpson takes us through global market performance in March, with a look back to the 2020 market crash, over a year since it happened.
James Timpson
Market Commentary
02
Feb
February 2021 – Market Update
James summarises January market activity and Leo considers the Reddit / GameStop situation. If it could happen to GameStop, what about Courtiers' investment positions?
James Timpson
Market Commentary
05
Jan
January 2021 – Market Update
James looks over last December's market activity and touches on 2020, before Leo asks how markets responded to a third UK lockdown.
James Timpson
Market Commentary
03
Nov
November 2020 – Market Update
James looks back at market performance throughout October.
James Timpson
Market Commentary
06
Oct
October 2020 – Market Update
Investment analysis and market commentary: Courtiers Analyst James Timpson reviews September market activity and performance.
James Timpson
Market Commentary
02
Sep
September 2020 – Market Update
Courtiers Investment Analyst James Timpson takes us through global market performance throughout August.
James Timpson
Market Commentary
04
Aug
August 2020 – Market Update
James talks us through activity in July and what's been happening with gold.
James Timpson
Market Commentary
