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Courtiers Wealth Management
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News & Insights
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.
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.
Key Locations / Directions
Information on each of our offices, including maps and parking information.
Careers
Opportunities come and grow. Roles available right now.
Courtiers Client Seminars
Contact link
Contact us via email by following the link
Contact
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Call us
01491 578 368
Our People
Listening first. Steering towards the future.
Departments
Senior Management
Personal Wealth Management
Corporate Services
Investment & Fund Management
Brand & Communication
Departments
Senior Management
Personal Wealth Management
Corporate Services
Investment & Fund Management
Brand & Communication
Jamie Shepperd
Chief Executive Officer
Graeme Clark
Head of Private Clients
Sagar Dholiwar
Head of Corporate Clients
Gaby Evans
Head of Investment & Fund Accounting
Jacob Reynolds
Head of Asset Management
Kirsty Clifton
Head of Legal
Maggi Tuck
Compliance Officer for Courtiers Investment Services Limited
Daniel Bell
Head of Paraplanning
Phil Greenwood
Head of Technical Support
Leo Hallam
Head of Brand & Communication
Sue Ruston
Head of HR
David Garwood
Head of IT
Paul Stewart-Gillham
Head of Pension & Investment Administration
Pavinder Rehal
Head of Company Accounts & Finance
Mark Scrivener
Project Manager
Stephen Holland-Morgan
Compliance Officer for Courtiers Asset Management Limited
