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Money Matters

Expert Insights, Market Updates and Events Shaping Your Financial Future

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Global Optimism Amid Disinflation

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Global Optimism Amid Disinflation

Posted 13.06.23

Global equities saw a positive trend last week, as hope for a mild economic downturn in 2023 strengthens. Gains in…

Staying Invested: Patience

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Staying Invested: Patience

Posted 01.06.23

As investors, we are constantly faced with decisions that can dramatically shape our financial future. From deciding which asset classes…

Tech Surge Despite Fluctuations

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Tech Surge Despite Fluctuations

Posted 20.05.23

In the past week, the financial landscape has continued to fluctuate, yet overall, the stock markets have trended upward. Japan's…

New Branch: St Asaph

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New Branch: St Asaph

Posted 11.05.23

We are absolutely delighted to announce the opening of our new branch in Bowen Court, St Asaph! This is a…

Inflation: Central Banks’ Dilemma

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Inflation: Central Banks’ Dilemma

Posted 09.05.23

Following the recent coronation bank holiday, the UK now turns its attention to the Bank of England (BoE), as its…

Spring Economic Upswing

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Spring Economic Upswing

Posted 24.04.23

A relatively calm week has provided a generally favourable environment for risk assets, with recent data indicating that the economy…

Glimmers of Hope

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Glimmers of Hope

Posted 11.04.23

Is there hope for the global economy after the dark days of winter? As the second quarter commences, it appears…

Rebound from Bank Stress

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Rebound from Bank Stress

Posted 31.03.23

The first quarter of 2023 has come to an end, and despite a rollercoaster ride for investors in March, the…

Mold Rugby Proud Sponsors

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Mold Rugby Proud Sponsors

Posted 21.03.23

Celtic Financial Planning is the new sponsor of Mold RFC’s youth development squad, which is made up of two age…

Spring Budget Special 2023

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Spring Budget Special 2023

Posted 16.03.23

On Wednesday 15 March, Jeremy Hunt, the Chancellor of the Exchequer, addressed the Commons to deliver the Spring Budget 2023,…

The Collapse of SVB

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The Collapse of SVB

Posted 13.03.23

Over the weekend we saw the escalating news around the recent downfall of Silicon Valley Bank (SVB), which has been…

Balancing Acts

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Balancing Acts

Posted 27.02.23

Last week saw global equity markets give back some of February’s earlier gains. Even so, global equities have made a…

Markets accept enduring inflation

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Markets accept enduring inflation

Posted 20.02.23

After a surprisingly strong start to the year in January, February has brought market consolidation rather than a continued uptrend…

Firm Associate Status

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Firm Associate Status

Posted 13.02.23

We are delighted to announce that Celtic Financial has become an Associate Firm with the Personal Finance Society (PFS). Associate…

Value of Financial Advice

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Value of Financial Advice

Posted 24.01.23

Managing your finances can be a daunting task, especially in today's fast-paced and ever-changing financial landscape. With so many investment…

A positive start to 2023?

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A positive start to 2023?

Posted 06.01.23

“Welcome to 2023” said the note on the restaurant door. The door was shut, the lights were off, and another…

Volatile year draws to a close

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Volatile year draws to a close

Posted 19.12.22

We saw broad and deep losses across asset classes in 2022, as investors feared slowing global growth and priced in…

December brings some cheer

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December brings some cheer

Posted 05.12.22

December has begun on a positive footing for investors, with market participants choosing to focus on the positives rather than…