Courtiers is a professional organisation with knowledgeable, approachable staff who treat clients as individuals. Graeme Clark helped us create a "decision tree" of the pension options and their implications for both protected and unprotected rights pensions. In due course, this will be a valuable prompt together with input from Courtiers for either one or both of us to make the most appropriate decision when the time arrives.
I have benefited from the advice and discussion leading to the decision to convert my Final Salary Pension into a SIPP, together with the breadth and depth of knowledge of Graeme Clark and his endless patience and enjoy having on-line access to my portfolios. Central to the confidence we have in Courtiers are the people we have regular contact with, and most specifically Graeme Clark.
I have benefited from the advice and discussion leading to the decision to convert my Final Salary Pension into a SIPP, together with the breadth and depth of knowledge of Graeme Clark and his endless patience and enjoy having on-line access to my portfolios. Central to the confidence we have in Courtiers are the people we have regular contact with, and most specifically Graeme Clark.
Services
Companies, high net worth individuals and families through generations have trusted Courtiers to deliver ongoing wealth management and help meet specific financial goals and objectives. Some of our clients have been with us for more than 30 years. Whatever you're doing and wherever you're going, our role will always be to help your wealth grow with you and your loved ones, while you're busy concentrating on what matters most - life.
As UK dividends come roaring back bringing welcome news for investors after a disappointing 2020, Courtiers Analyst Nyasha Jonhera takes stock and considers why healthy dividends are so important for investors. James looks back at August, a month when global equity markets continued to trend upwards, shrugging off concerns about the world economy and unaffected by the turmoil in Afghanistan.
Courtiers brings an outside perspective into businesses to help establish, implement and manage schemes to benefit everyone. Tell us about your company, its culture, circumstances, vision, performance, any existing schemes, budgets and ambitions. What does your business need and what might help move it forward?
Anyone earning 10,000 or more a year in the UK, aged from 22 up to state pension age, must be enrolled into a pension. While an employee may opt out of a company's pension scheme, the employer must initially enrol them by law or face a penalty. It's reasonably straight-forward with the right measures in place - something Courtiers handles for many businesses.
Effective employee benefits enrich personal lives. Wellbeing benefits and retail perks help people live for today while schemes such as Life Assurance and Private Medical Insurance (PMI) help employees protect their families and futures. How does what you have in place compare to what's available today?
Reviews (1)
Abubakar Alhassan
Oct 13, 2021
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