Client Seminar – Care Fee Special
- 24th June 2019
- Posted by: Celticfp
- Category: Events, Seminars
No Comments
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.
7 tips for first time buyers
- 19th December 2018
- Posted by: Celticfp
- Category: Mortgages
Firstly, avoid setting yourself up for disappointment by understanding what you can afford on a monthly basis. This will also govern how much you can borrow and when you include your deposit funds, the property price you can afford.
Investment Committee 05/12/18
- 5th December 2018
- Posted by: Celticfp
- Category: Investment Committee
As we have all seen in the news, ‘Brexit’ is dominating and overshadowing everything by a long way. It is worth however reminding ourselves that globally there are bigger issues, namely president Trump and the trade wars with China.
Benefits of pension reviews
- 4th December 2018
- Posted by: Celticfp
- Category: Pensions
It may not always be on the top of your agenda, but it’s essential that you review your pension / retirement regularly. Why? well if you find you have a shortfall, you can take action. Even if your retirement savings are broadly on track…
London
- 25 Cabot Square, Canary Wharf, London, E14 4QA
- Mon - Fri 9:00 - 17:00
- 020 8050 3256
- Florence House, Bromfield Lane, Mold, CH7 1JW
- Mon - Fri 9:00 - 17:00
- 01352 390 121
01352 390 121 No Obligation
Mon - Fri 9.00 - 17.00
Sat/Sun CLOSED
Sat/Sun CLOSED
Head Office: Florence House
Mold, Flintshire, CH7 1JW
Mold, Flintshire, CH7 1JW
01352 390 121 No Obligation
Mon - Fri 9.00 - 17.00
Sat/Sun CLOSED
Sat/Sun CLOSED
Head Office: Florence House
Mold, Flintshire, CH7 1JW
Mold, Flintshire, CH7 1JW
