Listening first. Steering towards the future.
Each Courtiers Adviser works to achieve clients' specific objectives with the support of over 100 colleagues across complementary teams. 21 advisers, including a significant number of Chartered Financial Planners, benefit from the assistance of three Technical Support specialists who provide frequent screening and technical assistance for more complex matters. 20 experienced Paraplanners provide research and operational support, while a directly accessible Investment Team, seven people strong comprising Fund Managers & Investment Analysts, delivers regular performance and strategy updates in addition to ad hoc responses to general questions and queries coming from anywhere in the business.