Over 30 years, COURTIERS has refined a limited range of products and resources to provide effective restricted advice to suit various client needs. Valued by individuals, families, business owners / operators and other Wealth Management professionals, COURTIERS offers a unique perspective on Wealth Management to help maximise wealth, now and in the future. Based in prestigious Henley-on-Thames, Private and Corporate clients both local and from further afield enjoy liaising with their COURTIERS contacts in a smart, comfortable, practical and professional environment to establish and evolve their ongoing financial needs and ambitions in an ever-evolving world.

Employee Rating

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TypePrivate
HQHenley-on-Thames, GB
Size (employees)58 (est)+2%
Websitecourtiers.co.uk
Courtiers Investment Services is headquartered in Henley-on-Thames, GB
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Key People/Management at Courtiers Investment Services

Jamie Shepperd

Jamie Shepperd

CEO
Graeme Clark

Graeme Clark

Head of Private Clients
Jonathon Howard

Jonathon Howard

Head of Corporate Clients
Caroline Shaw

Caroline Shaw

Head of Fund & Asset Management
Maggi Tuck

Maggi Tuck

Head of Compliance, Courtiers Investment Services Limited
Stuart Richards

Stuart Richards

Head of Compliance and Risk
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Courtiers Investment Services Office Locations

Courtiers Investment Services has an office in Henley-on-Thames
Henley-on-Thames, GB (HQ)
18 Hart St
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Courtiers Investment Services Financials and Metrics

Courtiers Investment Services Revenue

Courtiers Investment Services's revenue was reported to be £4.60 m in FY, 2018
GBP

Revenue (FY, 2018)

4.6m

Gross profit (FY, 2018)

2.7m

Gross profit margin (FY, 2018), %

58.9%

Net income (FY, 2018)

505.5k

EBITDA (FY, 2018)

878.8k

EBIT (FY, 2018)

725.3k

Cash (31-Mar-2018)

442.4k
GBPFY, 1996FY, 1997FY, 1998FY, 1999FY, 2000FY, 2001FY, 2002FY, 2003FY, 2004FY, 2005FY, 2006FY, 2007FY, 2008FY, 2009FY, 2010FY, 2011FY, 2012FY, 2013FY, 2014FY, 2015FY, 2016FY, 2017FY, 2018

Revenue

568.0k1.1m1.1m1.1m1.2m1.2m1.2m1.2m1.3m1.5m2.6m3.2m4.1m4.8m5.9m6.3m6.9m8.1m8.8m3.9m4.6m

Revenue growth, %

17%8%

Cost of goods sold

857.1k1.0m1.3m1.4m1.4m1.3m1.4m2.0m1.9m

Gross profit

3.3m3.7m4.6m4.8m5.5m6.8m7.4m1.8m2.7m
GBPFY, 1996FY, 1997FY, 1998FY, 1999FY, 2000FY, 2001FY, 2002FY, 2003FY, 2004FY, 2005FY, 2006FY, 2007FY, 2008FY, 2009FY, 2010FY, 2011FY, 2012FY, 2013FY, 2014FY, 2015FY, 2016FY, 2017FY, 2018

Cash

10.6k88.6k531.038.5k44.4k8.7k16.0k166.6k259.9k54.0k148.6k262.1k506.7k430.2k1.1m1.2m1.8m1.2m988.4k2.7m2.9m908.3k442.4k

Accounts Receivable

141.8k163.0k299.5k309.8k302.1k363.9k423.4k420.3k289.4k236.3k189.3k242.9k184.2k183.0k178.3k203.5k260.6k293.0k475.4k559.4k483.4k459.4k482.2k

Current Assets

161.6k267.4k335.6k376.7k369.6k404.4k476.8k631.1k578.4k353.2k378.4k574.0k799.9k741.9k1.4m1.6m2.3m2.0m2.4m3.6m3.8m2.7m2.8m

PP&E

65.9k92.3k94.9k158.2k113.0k144.8k162.4k134.8k99.0k79.6k69.6k90.6k166.0k112.0k89.2k75.0k116.0k109.5k145.2k101.6k150.2k199.4k416.2k
GBPFY, 1996FY, 1997FY, 1998FY, 1999FY, 2000FY, 2001FY, 2002FY, 2003FY, 2004FY, 2005FY, 2006FY, 2007FY, 2008FY, 2009FY, 2010FY, 2011FY, 2012FY, 2013FY, 2014FY, 2015FY, 2016FY, 2017FY, 2018

Net Income

19.5k69.9k76.6k54.2k9.9k42.6k46.5k8.2k64.1k165.5k175.1k205.9k439.1k437.9k661.1k837.7k1.2m1.1m1.2m1.7m1.5m927.5k505.5k

Cash From Operating Activities

57.1k166.4k42.3k176.2k78.6k51.7k176.1k89.4k280.0k71.5k270.8k291.8k728.5k510.6k1.4m1.4m2.2m1.2m1.4m3.3m2.6m(538.3k)(97.6k)

Dividends Paid

14.0k63.9k57.7k38.1k32.5k41.5k39.7k59.7k64.7k147.9k153.6k136.8k302.1k441.9k531.1k582.2k735.0k858.4k849.7k1.2m1.0m1.1m

Cash From Financing Activities

(57.9k)728.09.3k(14.8k)(17.0k)(34.7k)(33.2k)100.8k(16.5k)(7.3k)(6.1k)(44.4k)1.6m
GBPY, 2018

Revenue/Employee

100.1k

Financial Leverage

1.6 x
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Courtiers Investment Services Online and Social Media Presence

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Courtiers Investment Services Company Life and Culture

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Courtiers Investment Services Frequently Asked Questions

  • Who are Courtiers Investment Services key executives?

    Courtiers Investment Services's key executives are Jamie Shepperd, Graeme Clark and Jonathon Howard.

  • How many employees does Courtiers Investment Services have?

    Courtiers Investment Services has 58 employees.

  • What is Courtiers Investment Services revenue?

    Latest Courtiers Investment Services annual revenue is £4.6 m.

  • What is Courtiers Investment Services revenue per employee?

    Latest Courtiers Investment Services revenue per employee is £79.3 k.

  • Who are Courtiers Investment Services competitors?

    Competitors of Courtiers Investment Services include Synchrony Financial, Dun & Bradstreet Credibility and MUFG Americas.

  • Where is Courtiers Investment Services headquarters?

    Courtiers Investment Services headquarters is located at 18 Hart St, Henley-on-Thames.

  • Where are Courtiers Investment Services offices?

    Courtiers Investment Services has an office in Henley-on-Thames.

  • How many offices does Courtiers Investment Services have?

    Courtiers Investment Services has 1 office.