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Courtiers Wealth Management
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Corporate Services
Working Together
Combine with an outside perspective to help establish, implement and manage corporate schemes.
Pensions & Auto Enrolment
Understand the rules, the options, the processes and the comfort in being compliant.
Employee Benefits
New schemes, reviews and advice for Trustees. Helping to identify and meet specific requirements.
Business Protection
Various insurance options and the support you need to ensure business remains on track as planned.
Personal Wealth Management
How we work together
Listening to understand your goals in life. Guiding each other to help you get there.
Tax Advice
Reviews, assessments and management of your tax affairs. Information on various tax types.
Investment Advice
Guiding clients through market fluctuations. Identifying opportunity and managing risk.
Courtiers Funds
Fund Information
Key information and fund detail. Includes prices, performance and documentation.
Investing in Courtiers Funds
Explore the various routes to investing in Courtiers Funds, for new and existing investors.
Charges & Costs
Explanations of the costs and charges associated with investing in Courtiers Funds.
Regulatory Disclosures
Information and links to download detailed documentation.
Documentation
Access product and fund information alongside the latest financial reports.
News & Insights
Company & People
History
From then to now…why Courtiers exists and what drives us.
Our People
Meet the people steering your investments in the right direction.
Kind Words & Case Studies
An outside perspective and some of examples of how we help.
Careers
Opportunities come and grow. Roles available right now.
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01491 578 368
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Authors
Alex Mcloughlin
Caroline Shaw
Daniel Bell
Declan Shepperd
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Graeme Clark
Jacob Reynolds
James Timpson
Jonathon Howard
Joshua Collis
Kapil Divecha
Leo Hallam
Paul Kemsley
Phil Greenwood
Sagar Dholiwar
Steve Hudson
Tom Stephenson
Tuhin Ahmed
Ugiagbe Ugiagbe
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Latest
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12
Jun
Bulletin – Market & Fund Performance
Last week the FTSE 100 index rocketed up 5.2%. This week, up to the close on Thursday night, it’s slumped 6.3% over fears of a second wave and a worse economic contraction than imagined.
Caroline Shaw
Investment
09
Mar
Morning bulletin
Pandemics happen periodically and are part of our history. COVID-19 is #4 in 102 years. Our recent stance of being cautious over the effects of COVID-19 has proved very defensive in this sell-off.
Gary Reynolds
Investment
17
Mar
Bulletin – The Gentleman Is For Turning
Head of Corporate Services Jonathon Howard's summarised response to the Spring Budget 2017.
Jonathon Howard
Tax
29
Sep
Bulletin: Portfolio Adviser Autumn Congress – Is Macro Still King?
Caroline Shaw, Courtiers Head of Fund & Asset Management shares views at the Portfolio Adviser Autumn Congress (#PACongress16)
Courtiers
Investment
