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Jamie Shepperd

Chief Executive Officer

Courtiers

Reading, England


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
Courtiers
Industry
financial services
Employees
110.0
Seniority
C suite
Annual Revenue
12000000.0

Technologies

Sendgrid Mimecast Outlook Microsoft Office 365 Amazon AWS Gravity Forms WordPress.org Bootstrap Framework Apache Typekit Mobile Friendly reCAPTCHA Google Tag Manager Varnish Wix

Keywords

wealth management tax advice pension schemes employee benefits corporate services investment services pensions auto enrolment business protection risk management investment advice funds management financial planning insurance options client management framework market analysis regulatory compliance personal wealth management life assurance permanent health insurance critical illness insurance key person insurance shareholder protection cross option agreements portfolio management investment strategies financial oversight financial advisory client communication market insights performance tracking asset management group pensions employee wellbeing group workshops trustee advice regulatory updates financial security investment risk savings plans tax assessments market fluctuations qualified advisors corporate governance financial compliance documentation user portal client seminars investment opportunities retirement planning expense management investment management financial services b2b capital markets financial consulting consulting management consulting

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