Investment Committee 01/09/2020
- 1st September 2020
- Posted by: Celticfp
- Category: Investment Committee
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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…
The value of life insurance
- 24th August 2020
- Posted by: Celticfp
- Category: Financial Planning
If the ongoing events of 2020 have taught us one thing, it’s that life as we know it can be turned upside down at a moment’s notice. One of the sad realities of life is that we all have to die one day or another. For the young, this morbid reality might…
Investment Committee 01/06/2020
- 3rd June 2020
- Posted by: Celticfp
- Category: Investment Committee
It has been an unprecedented quarter, none of our team have ever experienced anything like it which includes the fallout from the credit crisis, the dot com bubble, a few wars and the 1987 crash. That said, we think this chart of volatility…
Personal Finance Portal
- 21st May 2020
- Posted by: Celticfp
- Category: Financial Planning
With data security playing an increasingly prominent role in the way businesses conduct themselves, we will now communicate with you by phone, via our new secure client portal or in person. To ensure you can see your documents and secure messages…
Our Green Recovery Plan
- 6th May 2020
- Posted by: Celticfp
- Category: Investment Committee
Can COVID-19 give us an environmental boost? Experts have highlighted tackling climate change as a key factor in helping the UK recover from the COVID-19 pandemic. In a letter to Prime Minister Boris Johnson…
Chris Bailey – After Lockdown
- 1st May 2020
- Posted by: Celticfp
- Category: Investment Committee
I was on one of those dreaded Zoom videoconferencing calls a couple of weeks ago, trying to ensure that my ‘lockdown hairstyle’ was suitably greased down to look at least mildly professional, when another participant made an observation…
The Budget 2020
- 11th March 2020
- Posted by: Celticfp
- Category: Events
The Chancellor Rishi Sunak has delivered his first Budget of 2020 in the House of Commons, announcing the government’s tax and spending plans for the year ahead, along with several measures to mitigate the impact of the Coronavirus.
Coronavirus Special Update
- 28th February 2020
- Posted by: Celticfp
- Category: Events, Financial Planning
Global equity markets have suffered losses during February, especially during the final week. Most of us like lower prices at a supermarket or a department store but with the financial markets it is harder, specially if the fall has already impacted.
Client Seminar – Road Map of 2020
- 16th January 2020
- Posted by: Celticfp
- Category: Seminars
Join us March 5th at Soughton Hall Hotel to discover our take on the ‘Road Map of 2020’ presented by our head economist Chris Bailey. We look at some of the key issues surrounding investment markets, savings and pensions this year.
Celtic Financial Podcast Ep1
- 10th January 2020
- Posted by: Celticfp
- Category: Financial Planning
Demi and Craig share their journey as first time buyers with Robert Lewis of Celtic Financial Planning. We explore the pressures young people face buying a property for the first time, along with the benefits of using an independent mortgage adviser.
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