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
Oldest
21
Nov
Evolving through decades
Leo prompts Gary to reflect on recent weeks, predictions of inflation peaking, the next ten years and Courtiers’ latest acquisition.
Leo Hallam
Company & Community
Investment
10
Mar
How are the Funds holding up?
Following earlier responses to tensions in Ukraine, how are things now with the Investment Team and the Courtiers Funds? What are Gary’s views as the word recession raises increasing concern?
Leo Hallam
Investment
18
Dec
Q&A: Courtiers 2020 Virtual Client Seminar
During the Client Seminar held on 4th December, we invited questions. Thank you once again for all those we received. We’ve been busy collating answers below.
Leo Hallam
Investment
07
Dec
2020 Virtual Client Seminar
On Friday 4th December, Courtiers presented the 2020 Virtual Client Seminar via live broadcast. The Investment Team shared insight on four key topics, with a Q&A panel to close.
Leo Hallam
Investment
Market Commentary
12
Jun
Protecting wealth is a lifelong responsibility
Not just for your investment manager, but for everyone. There are some pretty heartless people out there - don't get scammed by any of them when considering a good time to invest.
Leo Hallam
Investment
26
Mar
Take care and beware – there are scammers out there
One job as a UK wealth management company is making sure clients investments are safe. Here are some tips to help you ensure your investment experiences are truly transparent and legitimate.
Leo Hallam
Investment
08
Jul
TAA costing more than money
The Tapered Annual Allowance (TAA) is malignant in its nature. In May, we highlighted a sheer lack of sense in the initiative and its impact on the NHS, specifically among GPs.
Leo Hallam
Pensions
Tax
06
Mar
New tax year incoming (31 days and counting)
Maximise your time and your wealth. Inheritance Tax. ISAs & Pensions. Be ready come April 6th.
Leo Hallam
Tax
13
Dec
Another Year Well Invested
Summary covering three days of Courtiers Investment Seminars, held exclusively for clients across the UK.
Leo Hallam
Investment
05
Oct
Women in Investment Awards 2017 – Celebrated
Caroline's nomination for Fund Manager of the Year represents, in Investment Week's words, wider recognition of "the achievements of women in a sector where they are currently under-represented."
Leo Hallam
Investment