Money Matters
Expert Insights, Market Updates and Events Shaping Your Financial Future
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Read more about AI Risks for Financial Planning
AI Risks for Financial Planning
Posted 16.04.26
AI tools like ChatGPT are powerful, but they can't replace professional financial advice. Here's why human expertise still matters.
Read more about B Corp Status
B Corp Status
Posted 16.04.26
We're proud to announce that Celtic Financial Planning has achieved B Corporation certification with B Labs.
Read more about Tax Allowances for 26/27
Tax Allowances for 26/27
Posted 09.04.26
Now we’re into the new tax year, it’s a good time to take stock of the allowances available to you.
Read more about Spring Budget 2026
Spring Budget 2026
Posted 06.03.26
On Tuesday, 3 March, Chancellor of the Exchequer Rachel Reeves delivered the latest Spring forecast statement.
Read more about The Middle-East Conflict
The Middle-East Conflict
Posted 03.03.26
The US and Israeli strikes on Iranian military targets over the weekend mark a significant escalation in a conflict that…
Read more about Jamie vs 13.1 Miles
Jamie vs 13.1 Miles
Posted 11.02.26
If you’ve been following Celtic Financial Planning for a while, you’ll know we’re big on supporting our local community. This…
Read more about Simple Guide to Loud Budgeting
Simple Guide to Loud Budgeting
Posted 11.02.26
It's been said for years, “being good with money” was something you did quietly. A spreadsheet in the background. A…
Read more about Ready for Tax Year-End?
Ready for Tax Year-End?
Posted 22.01.26
The end of the tax year always seems to sneak up on us. But with a little forward planning, you…
Read more about Quarterly Market Update
Quarterly Market Update
Posted 11.12.25
This quarter started with a tough period for global markets, as investor confidence was shaken by persistent inflation and the…
Read more about Making the Most of S&S ISAs
Making the Most of S&S ISAs
Posted 09.12.25
When it comes to saving and investing for the future, choosing the best place for your money can feel overwhelming.…
Read more about Pensioners, Tax & Savings
Pensioners, Tax & Savings
Posted 28.10.25
It’s becoming a common concern: more pensioners than ever are receiving tax bills on the interest earned from their savings.…
Read more about Key Pension Changes for 2027
Key Pension Changes for 2027
Posted 23.09.25
We’re always keeping an eye on changes that could impact your financial future, and there’s a big one on the…
Read more about How to Structure a £500,000 Investment Portfolio
How to Structure a £500,000 Investment Portfolio
Posted 23.09.25
When it comes to managing a substantial investment portfolio, like £500,000, it’s not simply about picking the right funds. It’s…
Read more about Quarterly Market Update
Quarterly Market Update
Posted 16.09.25
This commentary covers the significant challenges faced by the global economy during March, April, and May 2025, shaped by a…
Read more about In the dark about pensions?
In the dark about pensions?
Posted 12.08.25
How much do you know about how your pension is performing right now? If your answer is “not much” or…
Read more about More Than Just Business
More Than Just Business
Posted 07.08.25
At Celtic Financial Planning, we don’t just talk about community—it’s at the heart of everything we do. For us, making…
Read more about Proudly Supporting Hope House
Proudly Supporting Hope House
Posted 30.07.25
Celtic Financial Proudly Supporting Hope House Ty Gobaith Gala Ball We’re passionate about doing business the right way—by giving back…
Read more about The Retirement Income Gap
The Retirement Income Gap
Posted 30.07.25
For many of us, retirement represents freedom—the chance to take a step back and enjoy what we’ve worked decades to…