Courtiers Wealth Management
Courtiers Wealth Management

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15 Nov
92% exam pass rate – higher than the average
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.
Hazel Compton
18 Oct
High Yields and Hidden Gems: Courtiers shines through
Jake Reynolds talks to David Craik of Interactive Investor about high yield investments while our very own Courtiers Investment Grade Bond shines in Portfolio Adviser as an impressive top-quartile performer.
Hazel Compton
08 Oct
Dispel the Budget rumours: IHT
Callum Rowe (Trainee Private Client Adviser) focuses on IHT, its current framework and how it could change in the second article of our mini-series on the rumours surrounding the October Budget.
Hazel Compton
20 Sep
Dispel the Budget rumours: CGT
Dispel the Budget rumours: CGT
We ask Steve Lyon why media outlets think capital gains tax (CGT) may be affected in the October Budget as part of our three-part series looking into why CGT, inheritance tax (IHT) and pensions (including lump sums) are points of interest.
Hazel Compton
22 Aug
Are you on track for your pension?
Are you on track for your pension?
The Pension and Lifetime Savings Association 2023 report offers three levels of retirement living standards – Minimum, Moderate or Comfortable. Where do you fall, and could you afford to move up a tier if you wanted to, before you start to draw your pension?
Hazel Compton
15 Aug
Views on market wobbles
Views on market wobbles
“As the adage goes, bull markets climb a wall of worry.” Find out what this means, along with why fears about a recession this time may also be unfounded. Jake and Gary Reynolds share their thoughts.
Hazel Compton
02 Aug
Giving your family a financial education
Giving your family a financial education
Reducing any anxiety around how your family may use your wealth once you pass it on is within your control. Here are some practical ways to help you prepare your children or grandchildren for life ahead, with a financial education.
Hazel Compton
26 Jul
Women are doing it for themselves
Women are doing it for themselves
According to the woman-first financial company Ellevest, 45% of women have either received or are expecting to receive a financial windfall. As part of The Great Wealth Transfer, we talk Courtiers Heads of Private Clients, Paul Kemsley and Rikki Dore, about how they support their female clients in this position, and your first steps if you approach us for help.
Hazel Compton
19 Jul
Turning the page to a new Labour government
Turning the page to a new Labour government
Post-election, what should you focus on around Labour’s policies and how can we use past fiscal history to understand what may happen in the future five years? We delve into some of the details to help you know where to look.
Hazel Compton
12 Jul
Two paths leading to the same place: we need more housing
Two paths leading to the same place: we need more housing
Between China’s diminishing housing demand and the Labour win, Gary Reynolds discussed how a longer-term position on UK housing could support our economy and help create wealth.
Hazel Compton