Courtiers manages wealth to support the financial goals of individuals and families. A traditional approach involves listening carefully, to understand exactly where you are in life and where you hope to be in the future. Once this is clear, knowledge and technology is applied.
- The Courtiers Wealth Management Team tailors investment strategies to meet specific objectives and attitude to risk.
- UK taxes and ongoing changes in legislation are continually factored into wealth management and future planning.
- Regular meetings and investment reviews ensure strategies remain up to date while circumstances change and goals evolve.
With an Investment Team committed to identifying investment opportunities and managing risk in line with agreed strategies, Courtiers helps maximise personal wealth.
Working with businesses, Courtiers helps identify suitable pension schemes and implements Auto Enrolment strategies in conjunction with all other employee benefits. Corporate clients are comfortable they are meeting their responsibilities by leaving this area of the business to Courtiers.
Nearing a Decade…
It’s a pleasure for Courtiers to be involved in supporting the Henley Festival, specifically the Patrons. Next year will see a decade of working together and promises something exciting to mark the occasion.
Courtiers Investment Services Limited is authorised and regulated by the Financial Conduct Authority – Financial Services Register Number 124995.