Homenews

  • Welcome to Victoria

    • 17th November 2021
    • Posted by: Celticfp
    • Category: Events
    No Comments
    Victoria Nabarro

    We are delighted to welcome Victoria Nabarro to the Celtic Financial team. Victoria will be based in our London hub supporting Cleona, who recently was a finalist in the Woman of the Year.

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  • New Child Financial Planning

    • 24th September 2021
    • Posted by: Celticfp
    • Category: Financial Planning
    No Comments
    New Child Financial Planning

    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.

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  • Investment Committee 01/09/2021

    • 1st September 2021
    • Posted by: Celticfp
    • Category: Investment Committee
    No Comments
    Investment Markets in Q3

    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.

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  • 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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