Client Seminar – Road Map of 2020
- 16th January 2020
- Posted by: Celticfp
- Category: Seminars
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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.
Investment Committee 02/12/2019
- 3rd December 2019
- Posted by: Celticfp
- Category: Investment Committee
Seems like Groundhog Day, but sadly Tariffs and Brexit dominate and for the most part it’s causing noise for investors. However, what is certain is that over the medium to longer term the world is going to change, priorities and needs will adjust.
We are Moving
- 25th October 2019
- Posted by: Celticfp
- Category: Events
As you may of already seen on social media, we are moving to brand new offices down the road on Bromfield Lane. Our new address will be Florence House, Bromfield Lane, Mold, Flintshire CH7 1JW. Emails and phone number will remain the same.
New Business of the Year Award
- 29th September 2019
- Posted by: Celticfp
- Category: Events
It’s a great honour to announce that Celtic Financial have won the prestigious “New Business of the Year” Award presented by Sian Lloyd at the North Wales Young Business Awards 2019, held at Bangor University.
Investment Committee 04/09/2019
- 9th September 2019
- Posted by: Celticfp
- Category: Investment Committee
Tariffs and Brexit dominate. Whether Boris proves to be a Ben Stokes and our hero remains to be seen! The UK and Europe are working toward a compromise on Brexit, but a constitutional crisis is brewing.The UK Government is in turmoil so lots of noise…
Financial Adviser of the Year
- 31st July 2019
- Posted by: Celticfp
- Category: Events, Financial Planning
Robert Lewis from Celtic Financial Planning shortlisted as a finalist in the fifth annual Growth Investor Awards. In the running among seven other leading individuals for the coveted award for Financial Adviser of the Year 2019.
How can an IFA help?
- 19th July 2019
- Posted by: Celticfp
- Category: Financial Planning
An IFA (Independent Financial Advisor) can give you advice on a multitude of financial products they believe will accommodate your needs. Not only does their independence allow them to provide unbiased and impartial advice.
Personal Finance Portal
- 17th July 2019
- Posted by: Celticfp
- Category: Financial Planning
We continue to strive to become a digital financial adviser, for us this means we allow the use of technology to improve our services and processes for our clients benefit. One clear demonstration of that is our Personal Finance Portal or PFP
Client Seminar – Care Fee Special
- 24th June 2019
- Posted by: Celticfp
- Category: Events, Seminars
Our latest client seminar in September is free to new and existing clients. We will focus on care fee planning and ways to reduce the financial strain for both those needing care now and those who may require it in the future.
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