Courtiers Wealth Management
Courtiers Wealth Management

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16 May
How much does long term care actually cost? 
Long term care has varying costs, depending on the level and type you choose. But it’s also affected by where you live and your wealth thresholds. While it’s worth planning and saving accordingly, it's important to consider how long you may need care for.
Hazel Compton
02 May
Financial LPAs – acting in the best interests of the donor 
A Lasting Power of Attorney (LPA) ensures that, should anything happen, your friends and family can do the best for you without any limitations. But what does it cost, and how do you set them up? We go into the details, including what happens if you don’t have an LPA in place.
Hazel Compton
25 Apr
Generation Z’s money mindset and how we can help 
Are Generation Z really that different to the generations that came before them? They may prioritise their mental health and wellbeing, but they are also plagued by the same financial anxiety that coined ‘Keeping up with the Joneses’ in 1913.
Hazel Compton
28 Mar
Saving more for later: Summary and Tax Tables
Saving more for later: Summary and Tax Tables 
Skim a summary of key points raised in the Spring Statement to understand how they may affect you. Plus, get your updated Tax Tables to help control your next financial year.
Hazel Compton
14 Mar
The rise of the UK HENRY and the Financial Adviser’s role
The rise of the UK HENRY and the Financial Adviser’s role
In the UK, "High Earners, Not Rich Yet"(HENRYs) are on the rise. As a demographic with high incomes and relatively low wealth, what are HENRYs, how can they benefit from financial advice and what impact are they having on the economy?
Hazel Compton
28 Feb
The key habits of high earners: how they achieve financial success
Estate planning, tax strategies, investment tactics and trusts; four key areas high earners look to when capitalising on their wealth. We focus on high earners and their investments needs, as well as common pitfalls to avoid, to help you achieve the most from your portfolio.
Hazel Compton
14 Feb
Three ways President Trump’s affecting world and business politics
Gary Reynolds, Chief Investment Officer, explores Donald Trump's impact on the US economy, the risks of political alignment for businesses, and the intricate balance between political influence and economic stability.
Hazel Compton
24 Jan
What are Paraplanners and will AI replace them?
What are Paraplanners and will AI replace them?
Alongside answering the question of what Paraplanners are and what they do, we discuss how we’re using AI to support you into the future.
Hazel Compton
17 Jan
Why be a Financial Adviser?
Many UK workers have a limited awareness of what a Financial Adviser is, or how they work. It’s also stereotypically an 'old man’s job'. These factors, combined with people having a lack of self-confidence in their own skills, means many write off this career path. We talk to our own Financial Advisers about why they love the profession.
Hazel Compton
03 Jan
Being in the audience at the Courtiers Client Seminar 2024
The Client Seminar related to a lot of the content we’ve put out over 2024, so we’ve pulled together a quick review of the main points from James Timpson’s (Head of Asset Management), Jake Reynolds’ (Asset Management Director) and Gary Reynolds’ (Chief Investment Officer) presentations, and linked them back to the longer articles we’ve put out on the subjects they touched upon.
Hazel Compton