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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.
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.
24
Dec

Your Questions Answered, plus End of Year Message
Having had many questions at the Client Seminars this year, we sat down with Gary Reynolds, Courtiers Chief Investment Officer, to address several of them (we'll answer more in the new year). Join us as Gary provides expert insights and responses to your pressing queries, covering everything from market trends to investments. Don't miss out on his valuable knowledge!
22
Nov

November’s CIO Talk: The time for bonds is over
Gary Reynolds and the Investment Team explain that while the Bank of England’s decision to cut interest rates and the US election result have had very little impact on the market, it’s affecting bonds instead. Additionally, could the second Trump presidency have any surprises in store for investment?
15
Nov

92% exam pass rate – higher than the average
In 2023, the industry’s average pass rate on CISI, CII and LIBF exams was 67.68%. Courtiers has an average pass rate of 92%. Daniel Bell, Head of Paraplanning, explains what he thinks is key to our high pass rate: the Courtiers Education Academy, and how this contributes to offering you better service.