Courtiers Wealth Management
Courtiers Wealth Management

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27 Jun
Stay aware and safe from scammers.
Stay aware and safe from scammers
Against the potential new scam around WhatsApp groups trying to pose as finance businesses or professionals, we detail how we are likely to contact you, why, and what to do if you suspect the communications you receive.
Hazel Compton
21 Jun
2024 General Election  – looking at the money
How might proposals around personal and business taxes, fiscal rules and pensions in the three main political parties’ manifestos affect your future wealth? We highlight valuable key points.
Hazel Compton
20 Jun
A rare feat: top-quartile total returns and sector-leading dividend payouts
Trustnet have once again honoured one of our funds – this time, the Courtiers UK Equity Income Fund has been praised as achieving the rare feat of delivering top-quartile total returns and sector-leading dividend payouts. This demonstrates our efforts to deliver for clients.
Hazel Compton
14 Jun
If time’s precious, is AI priceless?
Humanity's technological evolution has led us to AI. Courtiers' CIO Gary Reynolds is hopeful that using AI will mean more focus on meaningful human connections and client engagement.
Hazel Compton
23 May
Conservative, Labour, Coalition – does it matter?
The UK is holding a General Election on the 4th July. We knew it had to happen this year, but how did the markets react to the announcement? Gary Reynolds and Jake Reynolds discuss the reaction, as well as longer-term views.
Hazel Compton
03 May
The price of love; being on the same financial page as a couple
Being on the same financial page as a couple isn’t as simple as agreeing on how to use – or even to have – a joint bank account. It can come down to the emotional, the personal and the attitudes you have to money.
Hazel Compton
18 Apr
Quarterly Fund Performance Update
Jake, James and Leo discuss the last quarter, including fund performance, what’s happening for the Courtiers Investment team and how the market has played out between January and April. Were there any surprises along the way?
Hazel Compton
12 Apr
Part of the “Fantastic Four”
According to Trustnet, our Courtiers Total Return Growth Fund is considered one of the top 5% of best performing funds, earning us a place in their prestigious ‘fantastic four’.
Hazel Compton
22 Mar
Could we fix interest rates by spending more?
After reading a few papers from the Bank of England’s Monetary Policy Committee around interest rates and UK spending, Gary Reynolds, CIO, reflects on how their stances differ to the US and suggests what would happen if we took a more Keynesian economic approach.
Hazel Compton
15 Mar
Open banking and how it works (for you)
Your Personal Finance Portal gives you the option to link accounts using open banking. We explain why, as part of your investment portfolio, this could be beneficial to you, helping you understand your full financial planning needs.
Hazel Compton