news
Coffee & Cake Success
- 25th March 2024
- Posted by: Celticfp
- Category: Events
No CommentsThanks to your overwhelming support, we are proud to announce that the event raised a total of £2,408.93 for the Wales Air Ambulance, including the invaluable addition of gift aid.
Welcome to Chris Lloyd
- 3rd March 2024
- Posted by: Celticfp
- Category: Events
Meet Chris Lloyd, our newest Chartered Financial Planner, enhancing our team’s expertise in pensions, investments, and estate planning for high net worth clients in Chester and the Wirral.
5 Things Before You Die
- 27th February 2024
- Posted by: Celticfp
- Category: Financial Planning
They say that in a world of uncertainty, preparing for the future can justifiably be called necessary rather than a prudent step. So we look at 5 things you should do before you die, the financial planning edition.
Financial Outlook: Caution Ahead
- 5th February 2024
- Posted by: Celticfp
- Category: Investment Committee
The end of January brought an unexpected twist for investors. Just when we thought we were adjusting to the idea of delayed interest rate cuts, the US Federal Reserve’s announcement took everyone by surprise…
Market Shifts Ahead
- 8th January 2024
- Posted by: Celticfp
- Category: Investment Committee
January kicked off with a bit of a slowdown in the financial markets following the festive season’s highs. The last two months of 2023 had been extraordinary, but the beginning of the new year saw a shift.
Year End Insights
- 15th December 2023
- Posted by: Celticfp
- Category: Investment Committee
The market’s holiday surprises were essentially shaped by central bank figures. Though Andrew Bailey and Christine Lagarde played smaller roles compared to Jerome Powell.
Hope House Champions
- 22nd November 2023
- Posted by: Celticfp
- Category: Events
During an inspiring 36-hour window, every donation was generously doubled by sponsors, culminating in an incredible total of £611,162 raised for this vital cause.
Turn in Market Winds
- 3rd November 2023
- Posted by: Celticfp
- Category: Investment Committee
What a difference a week makes in the financial world! Now, as we take stock of the past week, we’ve seen a remarkable rebound in the markets that has provided so much needed respite.
Downturn concerns resurface
- 6th October 2023
- Posted by: Celticfp
- Category: Investment Committee
The warm fall weather persists into October, yet the financial cold front from September is more concerning. Our upcoming article delves into the recent asset class performances.
GI Awards Finalist
- 28th September 2023
- Posted by: Celticfp
- Category: Events
We are thrilled to announce that we’ve secured our place as a finalist in the highly-anticipated Growth Investor Awards for 2023, as Financial Adviser of the Year 2023
Contact us at the Celtic Financial for a free no obligation initial meeting.