News & Insights

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.

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.

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.

Last week, Paraplanners, Finance Advisers and Financial Planners all joined together to listen to specialists across the company speak on the subjects that get their hearts quickening.

A focus on team, community and development - are we talking about the Rams, Courtiers or both? With the Rams reaching its 100th year and over 30 years of Courtiers sponsorship, we look at why we decided to sponsor them, and how the two share some of the same values and qualities.

Sharing investment insights on stage at the Courtiers Client Seminars always leads to good questions from the audience. In this video we put this year’s questions to Gary Reynolds.