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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.
Annual Seminars
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01491 578 368
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Authors
Alex Mcloughlin
Caroline Shaw
Daniel Bell
Declan Shepperd
Gary Reynolds
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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09
Oct
Fact: ONS is one neutral source
Gary looks beneath the ‘noise’ for a clear view, as the pandemic continues to impact our daily lives.
Gary Reynolds
Investment
06
Oct
October 2020 – Market Update
Investment analysis and market commentary: Courtiers Analyst James Timpson reviews September market activity and performance.
James Timpson
Market Commentary
02
Sep
September 2020 – Market Update
Courtiers Investment Analyst James Timpson takes us through global market performance throughout August.
James Timpson
Market Commentary
26
Aug
Govt debt passes £2 trillion — CIO Response
Is the recent announcement that government debt has tipped over £2 trillion a reason to be concerned? Furthermore, where does all the money the government’s borrowing come from? Let’s ask Gary…
Gary Reynolds
Investment
04
Aug
August 2020 – Market Update
James talks us through activity in July and what's been happening with gold.
James Timpson
Market Commentary
24
Jul
Investment Perspectives
Caroline (aka Caz) talks about dividends, scandals and stocks, China-US-UK relations and as a nice note to end on, a worthy nomination.
Caroline Shaw
Investment
