New Child Financial Planning
- 24th September 2021
- Posted by: Celticfp
- Category: Financial Planning
No Comments
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.
Investment Committee 01/09/2021
- 1st September 2021
- Posted by: Celticfp
- Category: Investment Committee
The last eighteen months have been a rollercoaster ride. Sars-CoV-2 proved to be an unknown quantity that led to multiple approaches from different countries to deal with the viral outbreak.
Welcome to Cleona
- 12th May 2021
- Posted by: Celticfp
- Category: Investment Committee
We are delighted to announce and to introduce Cleona Lira to the team. Cleona joins the team as a chartered financial planner with a specialist focus on Ethical and ESG Investments.
Community Awards
- 6th April 2021
- Posted by: Celticfp
- Category: Events
We are delighted to confirm that in the last few weeks Celtic Financial Planning Ltd have been recognised by the community with two new awards. We were firstly presented with a Community Champion Award.
The Budget 2021
- 3rd March 2021
- Posted by: Celticfp
- Category: Business, Financial Planning
The Budget sets out the government’s tax and spending plans for the year ahead, he announced new measures to help business and jobs through the pandemic and to support the UK
Exciting new acquisition
- 27th January 2021
- Posted by: Celticfp
- Category: Events
Here is a snippet from our latest press release: A TRUSTED financial advisory firm is expanding into the North West and looking to grow its workforce following a successful acquisition.
Use it or Lose it: Tax Allowances
- 12th January 2021
- Posted by: Celticfp
- Category: Financial Planning
Our tax year here in the United Kingdom runs from April to April. The current tax year started on 6th April 2020 and runs up until April 5th 2021. The next tax year will then run from 6th April 2021 until 5th April 2022 and so on and so forth.
Benefit: Death in Service
- 28th October 2020
- Posted by: Celticfp
- Category: Business
Death in Service (DIS) is a form of group protection that an employer can provide its employees with as part of its overall benefit of employment package. DIS typically pays outs a tax-free lump sum equivalent to a multiple of the employees salary.
The Celtic Digital Seminar
- 22nd October 2020
- Posted by: Celticfp
- Category: Seminars
This year we are holding are usual client seminar online. It will still feature our Head Economist Chris Bailey and he will no doubt have plenty to talk about, US elections, Brexit and Covid19 to name a few… Join us December 1st online.
Investment Committee 01/09/2020
- 1st September 2020
- Posted by: Celticfp
- Category: Investment Committee
The last 3 months from a stock market view in the UK has been fairly flat at time of writing, we’ve not seen much movement in the FTSE100 which represents the 100 largest traded companies in the UK, now less than Apple alone…
London
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01352 390 121 No Obligation
Mon - Fri 9.00 - 17.00
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Head Office: Florence House
Mold, Flintshire, CH7 1JW
Mold, Flintshire, CH7 1JW
01352 390 121 No Obligation
Mon - Fri 9.00 - 17.00
Sat/Sun CLOSED
Sat/Sun CLOSED
Head Office: Florence House
Mold, Flintshire, CH7 1JW
Mold, Flintshire, CH7 1JW