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.
Work with us
Opportunities come and grow. Roles available right now.
Courtiers Client Seminar
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01491 578 368
Search results
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The velocity of money, derivatives and oil; our views on financial markets
26 Apr 2024
Decisions across the world, from oil prices to the US economy, can impact the finance market and global conditions. Gary Reynolds, CIO, explains his thoughts, including the idea of shorting the Magnificent Seven.
Herrington Carmichael Question
Herrington Carmichael Book
CM Form Test
Quarterly Fund Performance Update
18 Apr 2024
Jake, James and Leo discuss the last quarter, including fund performance, what’s happening for the Courtiers Investment team and how the market has played out between January and April. Were there any surprises along the way?
Part of the “Fantastic Four”
12 Apr 2024
According to Trustnet, our Courtiers Total Return Growth Fund is considered one of the top 5% of best performing funds, earning us a place in their prestigious ‘fantastic four’.
2024 Event RSVP Accept Turnstile
The Courtiers Equity and Gilt Study
28 Mar 2024
The Latest Equity and Gilt Study is here, offering you data so juicy you won’t need chocolate for Easter. Gary Reynolds spends a bit of time discussing the charts, offering you a chance to know what we think about the market.
Could we fix interest rates by spending more?
22 Mar 2024
After reading a few papers from the Bank of England’s Monetary Policy Committee around interest rates and UK spending, Gary Reynolds, CIO, reflects on how their stances differ to the US and suggests what would happen if we took a more Keynesian economic approach.
Open banking and how it works (for you)
15 Mar 2024
Your Personal Finance Portal gives you the option to link accounts using open banking. We explain why, as part of your investment portfolio, this could be beneficial to you, helping you understand your full financial planning needs.