Financial Planning
Financial Planning Financial Planning News
5 Things Before You Die
- 27th February 2024
- Posted by: Celticfp
- Category: Financial Planning
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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.
Pound Cost Averaging
- 17th August 2023
- Posted by: Celticfp
- Category: Financial Planning
In the world of investing, there are numerous strategies investors deploy to maximise their returns. One of the most powerful, yet underappreciated methods, is pound cost averaging.
New Consumer Duty
- 31st July 2023
- Posted by: Celticfp
- Category: Financial Planning
The new Consumer Duty regulations, which come into force today (31/07/2023), are designed to enhance client protection by setting higher and clearer standards.
Timing Markets
- 19th July 2023
- Posted by: Celticfp
- Category: Financial Planning
With the financial markets often being unpredictable and volatile, the temptation to time the market – selling assets now to repurchase them later – becomes greater.
Unlocking the Power of Diversity
- 28th June 2023
- Posted by: Celticfp
- Category: Financial Planning
In the world of investment management, there are different strategies and approaches to consider. One such strategy is the multi-manager approach. Unlike traditional investment models…
Staying Invested: Patience
- 1st June 2023
- Posted by: Celticfp
- Category: Financial Planning
As investors, we are constantly faced with decisions that can dramatically shape our financial future. From deciding which asset classes to invest in, to determining the perfect time to buy or sell
Value of Financial Advice
- 24th January 2023
- Posted by: Celticfp
- Category: Financial Planning
Managing your finances can be a daunting task, especially in today’s fast-paced and ever-changing financial landscape. With so many investment options, tax laws, and financial products to choose from…
Independent vs Restricted Advice
- 14th July 2022
- Posted by: Celticfp
- Category: Financial Planning
Whether you have an existing relationship with a financial adviser or if you are in the process of looking for guidance on managing your wealth, understanding how a firm operates is not only key…
Budget Fighting Tips
- 5th July 2022
- Posted by: Celticfp
- Category: Financial Planning
As financial planners, we know the cost of living crisis is really starting to bite at families budgets, so we wanted to share some useful tips to help clients save money…
Pension Sharing Orders
- 29th June 2022
- Posted by: Celticfp
- Category: Financial Planning
f you’ve decided pension sharing is the right option for you or that’s been mutually decided, then it’s important to know that it can only happen with a court order…
