News & Insights

When contacted by someone purporting to be from HMRC it pays to be vigilant. Is the person, email or text really from HMRC, or is it a scam perpetrated by fraudsters? This article highlights the sort of things these criminals get up to as they seek to part you from your money and gives advice on how you can avoid falling victim.

It is important for Courtiers that the organisations with whom it partners share its own commitment to the community and wider society. That’s why it is delighted to support a former Men’s Captain at Badgemore Park’s efforts to raise funds for three charities that are close to the hearts of the club’s members.

Since the start of the year, it’s been a tough time for markets, with several experiencing falls of more than 20%. Set against these benchmarks, Courtiers Funds have performed impressively, says Gary, as he outlines the Investment Team’s approach to stock selection. Looking ahead, he refuses to be ‘a doomster’, and sees great opportunities in clean energy.

Courtiers Deputy Fund Manager, James Timpson, looks at a volatile yet positive month for markets.

While winning a lottery is never a dead cert, there are some numbers we can choose that could help us control our affairs, and especially our finances. This article highlights how reaching certain ages can open the door to financial services and planning opportunities.

Having lasting power of attorney over someone else’s affairs is a position that requires careful consideration and a clear understanding of the responsibilities.