Pensions
Pensions 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.
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.
New Child Financial Planning
- 24th September 2021
- Posted by: Celticfp
- Category: Financial Planning
As a first port of call, we would recommend ensuring that you have a valid Will in place. Approximately 60% of adults in the United Kingdom die intestate. That is, they do not have a Will in place.
Client Seminar “The Road of 2019”
- 3rd January 2019
- Posted by: Celticfp
- Category: Seminars
Join Celtic Financial for Afternoon Tea – Thursday 28th Feb. Our first client seminar will help explain in greater detail who Celtic Financial are and how our investment committee works, includes a presentation by our head economist Chris Bailey.
Benefits of pension reviews
- 4th December 2018
- Posted by: Celticfp
- Category: Pensions
It may not always be on the top of your agenda, but it’s essential that you review your pension / retirement regularly. Why? well if you find you have a shortfall, you can take action. Even if your retirement savings are broadly on track…
