Money Matters
Expert Insights, Market Updates and Events Shaping Your Financial Future
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Read more about Quarterly Market Update
Quarterly Market Update
Posted 14.09.26
Quarterly Market Update Welcome to the September 2026 issue of Quarterly Market Commentary covering June, July and August from Celtic…
Read more about Time to Review Your Finances?
Time to Review Your Finances?
Posted 07.09.26
Is September the ideal time to review your finances? January gets all the glory when it comes to fresh starts.…
Read more about AI Market Crash
AI Market Crash
Posted 02.09.26
Could an AI bubble trigger the next stock market crash — and what should investors do about it? Artificial intelligence…
Read more about Can I Retire Early?
Can I Retire Early?
Posted 24.08.26
For many people, the ultimate financial goal isn’t simply building a bigger pension. It’s reaching the point where work becomes optional.…
Read more about Ready for Retirement?
Ready for Retirement?
Posted 13.08.26
If someone asked you right now whether you’re on track for the retirement you want, what would you say? For…
Read more about The Value of Advice
The Value of Advice
Posted 08.08.26
Is Financial Advice Worth It? What the Evidence Really Shows Please remember: the value of investments can fall as well…
Read more about A New Way to Connect
A New Way to Connect
Posted 07.08.26
Networking doesn’t have to mean a stuffy conference room and lukewarm coffee. That’s why our Financial Planning Associate, Sam, has…
Read more about Jamie’s 13.1 Miles for Charity
Jamie’s 13.1 Miles for Charity
Posted 08.07.26
At Celtic Financial Planning, we talk a lot about planning for the future. But sometimes, it’s the things we do…
Read more about Big ISA Changes Are Coming
Big ISA Changes Are Coming
Posted 08.07.26
If you’ve been happily tucking money away into a Cash ISA each year, enjoying tax-free interest with no fuss, there’s…
Read more about Charity Ball Raises Thousands
Charity Ball Raises Thousands
Posted 30.06.26
At Celtic Financial Planning, we believe in doing well by doing good. That’s why we were thrilled to host our…
Read more about Quarterly Market Update
Quarterly Market Update
Posted 16.06.26
Quarterly Market Update Welcome to the June 2026 issue of Quarterly Market Commentary covering March, April and May from Celtic…
Read more about Values‑Based Investing
Values‑Based Investing
Posted 05.06.26
A B‑Corp’s Guide to Aligning Wealth With Purpose As conversations around climate change, social justice and corporate ethics move into…
Read more about Long Life Retirement Planning
Long Life Retirement Planning
Posted 26.05.26
Retirement Planning Is No Longer About “Stopping Work” It’s About Building a Life That Lasts For years, retirement planning was…
Read more about The IHT Tax Rules for Pensions
The IHT Tax Rules for Pensions
Posted 18.05.26
The New Inheritance Tax Rules for Pensions: What Families Need to Know Changes announced in the Finance Act 2026 mean that, from 6…
Read more about Our Latest ESG Report
Our Latest ESG Report
Posted 12.05.26
Celtic Financial Planning Publishes ESG Report 2026 At Celtic Financial Planning, we have always believed that good business should be…
Read more about How Much Do I Need to Retire?
How Much Do I Need to Retire?
Posted 05.05.26
One of the most common questions we’re asked is simple: how much is enough to retire comfortably? The honest answer…
Read more about AI Risks for Financial Planning
AI Risks for Financial Planning
Posted 16.04.26
AI tools like ChatGPT are powerful, but they can't replace professional financial advice. Here's why human expertise still matters.
Read more about B Corp Status
B Corp Status
Posted 16.04.26
We're proud to announce that Celtic Financial Planning has achieved B Corporation certification with B Labs.