Events
Events Financial Planning News
Coffee & Cake Success
- 25th March 2024
- Posted by: Celticfp
- Category: Events
No Comments
Thanks to your overwhelming support, we are proud to announce that the event raised a total of Β£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.
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 Β£611,162 raised for this vital cause.
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
New Branch: St Asaph
- 11th May 2023
- Posted by: Celticfp
- Category: Events
We are absolutely delighted to announce the opening of our new branch in Bowen Court, St Asaph! This is a significant milestone for us as we continue our mission to provide exceptional financial services…
Mold Rugby Proud Sponsors
- 21st March 2023
- Posted by: Celticfp
- Category: Events
Celtic Financial Planning is the new sponsor of Mold RFCβs youth development squad, which is made up of two age grades (U18 and U17) and focused on preparing players for the senior set-up
Spring Budget Special 2023
- 16th March 2023
- Posted by: Celticfp
- Category: Events
On Wednesday 15 March, Jeremy Hunt, the Chancellor of the Exchequer, addressed the Commons to deliver the Spring Budget 2023, with an aim to bring people back into the workforce.
Welcome to Jamie Hughes
- 27th October 2022
- Posted by: Celticfp
- Category: Events
We are delighted to announce the arrival of Jamie Hughes, Chartered Financial Planner, who has joined the Celtic Financial Team. Jamie will help to service and reach new clients in the North Wales region.
Virtual Charity Bike Ride
- 2nd August 2022
- Posted by: Celticfp
- Category: Events
As a financial advisory business, we are well aware of the consequences of rising costs and the impact it’s having on the cost of living for families, which is now at crisis point for many.
Welcome to Victoria
- 17th November 2021
- Posted by: Celticfp
- Category: Events
We are delighted to welcome Victoria Nabarro to the Celtic Financial team. Victoria will be based in our London hub supporting Cleona, who recently was a finalist in the Woman of the Year.
- 1
- 2
