Courtiers Wealth Management
Courtiers Wealth Management

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13 Jun
Your voice when you are no longer here 
When was the last time you reviewed your will? As well as acting as your voice when you’re gone, a will ensures you can protect and look after your wealth and your family once you are no longer able to in person. Understand here what you should be aware of when making a will, and what the new legislation could mean for your future decisions.
Hazel Compton
06 Jun
The fall of the Bromance 
Gary Reynolds, Chief Investment Officer, said that companies who get too close to political powers run high risks, and Tesla’s now feeling the brunt of what happens when their CEO joins the government and then falls out of favour.
Hazel Compton
02 Jun
Our funds are award-winning
Our funds are award-winning 
Courtiers are the winners for the Citywire UK Portfolio Manager & Group Awards 2025: Best Fund Group for Mixed Assets – Aggressive GBP. We are thrilled, but the hard work comes from our Investment Team who make sure we deliver strong returns for our clients.
Hazel Compton
29 May
Why we can help with vulnerability
Why we can help with vulnerability
The FCA reports that only 40% of clients disclose their vulnerabilities to their Financial Adviser. Courtiers takes vulnerability seriously, treating it with the care and support we know it needs, for however long it’s needed.
Hazel Compton
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