Homenews

  • Welcome to Cleona

    • 12th May 2021
    • Posted by: Celticfp
    • Category: Investment Committee
    No Comments
    Cleona Lira

    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.

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  • Community Awards

    • 6th April 2021
    • Posted by: Celticfp
    • Category: Events
    No Comments
    Comunity Champions

    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.

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  • The Budget 2021

    • 3rd March 2021
    • Posted by: Celticfp
    • Category: Business, Financial Planning
    No Comments
    The Budget 2021

    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

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  • Exciting new acquisition

    • 27th January 2021
    • Posted by: Celticfp
    • Category: Events
    No Comments
    Celtic Financial Founders

    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.

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  • Use it or Lose it: Tax Allowances

    • 12th January 2021
    • Posted by: Celticfp
    • Category: Financial Planning
    No Comments
    Tax Year Allownces

    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.

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  • Benefit: Death in Service

    • 28th October 2020
    • Posted by: Celticfp
    • Category: Business
    No Comments
    Value of Death in Service

    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.

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  • The Celtic Digital Seminar

    • 22nd October 2020
    • Posted by: Celticfp
    • Category: Seminars
    No Comments

    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.

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  • Investment Committee 01/09/2020

    • 1st September 2020
    • Posted by: Celticfp
    • Category: Investment Committee
    No Comments
    Investment Markets in Q3

    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…

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  • The value of life insurance

    • 24th August 2020
    • Posted by: Celticfp
    • Category: Financial Planning
    No Comments
    Life insurance

    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…

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  • Investment Committee 01/06/2020

    • 3rd June 2020
    • Posted by: Celticfp
    • Category: Investment Committee
    No Comments
    Investment Markets

    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…

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