News & Insights

With people’s finances under increasing strain from 40-year high inflation and myriad other external factors, clients should work closely with their Adviser to help them stick to their long term plans and goals, say Graeme Clark, Head of Private Clients, and Paul Kemsley, Senior Private Client Manager in their latest Quarterly Review.

The war in Ukraine, the cost of living, and ways to manage stock market volatility are a few of the subjects discussed by Graeme Clark, Head of Private Clients and Paul Kemsley, Senior Private Client Manager in the latest Adviser Update.

As 2021 draws to a close, the UK is facing strengthening economic headwinds in the new year. However, by working closely with their Courtiers Personal Adviser, clients can limit the impact on themselves and their family, allowing them to continue to live the life they want.

Traditional ways of providing financial advice are coming under threat from many different quarters. However, in conversation with Colin Cottell, three Courtiers Advisers seem to be taking challenges naturally in their stride.

As part of an integrated approach to financial planning a Whole of Life Policy can be a valuable way to ensure that families don't end up with a large tax bill after their loved ones pass away.

With inflation set to rise and interest rates at historically low levels holding too much cash risks seriously damaging your financial health. However, investing for the long term in line with your risk appetite can mitigate the effects of inflation on your wealth.