Courtiers

Courtiers Investment Services Limited, a reputable financial services firm, has decided to temporarily halt accepting new clients in order to focus on consolidating recent acquisitions and strengthening business oversight functions. This decision aligns with our commitment to providing excellent service to our clients. You can view the Requirement Notice on the Financial Conduct Authority (FCA) Register. Rest assured, we are dedicated to meeting the FCA requirement and resuming business as usual.

At Courtiers, we offer a range of services designed to meet the unique needs of our clients. Our team of experienced professionals works together to help establish, implement, and manage corporate schemes. We combine our expertise with an outside perspective to deliver tailored solutions.

Pensions & Auto Enrolment

Our Pensions & Auto Enrolment services provide clients with the knowledge and understanding of the rules, options, processes, and compliance requirements. Our goal is to help clients feel confident in their pension plans and navigate the complexities of auto-enrolment.

Employee Benefits

We offer advice and guidance on employee benefits, including the design and implementation of new schemes and the review of existing ones. Our team works closely with Trustees to identify specific requirements and provide tailored solutions.

Business Protection

Our Business Protection services offer various insurance options to ensure business continuity. Our team provides the necessary support to ensure that businesses remain on track as planned.

Personal Wealth Management

Our Personal Wealth Management services are centered around understanding each client's unique goals in life. We work together to guide and support clients in achieving those goals.

Tax Advice

We offer comprehensive Tax Advice services that cover reviews, assessments, and management of clients' tax affairs. Our team is knowledgeable in various tax types and can provide guidance on how to optimize tax strategies.

Investment Advice

Our Investment Advice services aim to guide clients through market fluctuations and identify opportunities while managing risk. Our team has a deep understanding of market dynamics and can provide informed investment guidance.

Courtiers Funds

We offer a range of investment funds through our Courtiers Funds service. Clients can access detailed fund information, including prices, performance, and documentation. We also provide guidance on the various routes to investing in Courtiers Funds.

Regulatory Disclosures

Our Regulatory Disclosures provide detailed documentation that meets regulatory requirements. Clients can access detailed product and fund information alongside the latest financial reports.

At Courtiers, we are driven by our history and the people who make our firm unique. Our team of professionals is dedicated to providing the best possible advice and support to our clients. We have a range of key locations and our offices are easily accessible. We welcome opportunities for growth and have a range of roles available.