Our People
Listening first. Steering towards the future.
Each Courtiers Adviser works to achieve clients' specific objectives, with an emphasis on ongoing learning and an increasing number registered as Chartered Financial Planners. Advisers benefit from a directly accessible Asset Management team, comprising Fund Managers and Investment Analysts. Courtiers Advisers are also supported by Paraplanners and Adviser Support. Dedicated to staying up to date with industry trends, FCA regulations and the latest government guidance, Courtiers Financial Advisers make sure they are ready to support clients however they can.
