Financial Adviser of the Year
- 31st July 2019
- Posted by: Celticfp
- Category: Events, Financial Planning
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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.
Investment Committee 01/06/2019
- 1st June 2019
- Posted by: Celticfp
- Category: Investment Committee
Another day and overnight we have a new Tweet for Trump, further turbulence for the global markets but what does it all really mean? Well if we first focus on the US where we continue to see stretched valuations on growth companies.
the family office
- 10th May 2019
- Posted by: Celticfp
- Category: Financial Planning
We believe this is going to be a game changer for all new and existing clients. Typically a family office where you could find a financial adviser, solicitor and chartered accountant in one place was reserved for the ultra high net worth.
Benefits of Independent Financial Advice
- 24th April 2019
- Posted by: Celticfp
- Category: Financial Planning
It’s a common question, what are the benefits of independent financial advice? Well hopefully here are some points about how it can keep you and your family on the right financial track.
Investment Committee 05/03/2019
- 5th March 2019
- Posted by: Celticfp
- Category: Investment Committee
Our latest investment committee comments and Brexit is still here, but it’s not the biggest issue out there! A major headwind is the US vs China Trade negotiations. Both are titans of the world and whilst their threats could destabilise global trade massively.
Ethical – Green Business of the Year 2019
- 27th February 2019
- Posted by: Celticfp
- Category: Events
We are truly delighted to be nominated by the Federation of Small Businesses (FSB) https://www.fsb.org.uk for the most Ethical – Green Business of the Year 2019 for Wales.
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.
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