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Read more about Celtic Financial Podcast Ep1
Celtic Financial Podcast Ep1
Posted 10.01.20
Demi and Craig share their journey as first time buyers with Robert Lewis of Celtic Financial Planning. We explore the…
Read more about Investment Committee 02/12/2019
Investment Committee 02/12/2019
Posted 03.12.19
Seems like Groundhog Day, but sadly Tariffs and Brexit dominate and for the most part it’s causing noise for investors.…
Read more about We are Moving
We are Moving
Posted 25.10.19
As you may of already seen on social media, we are moving to brand new offices down the road on…
Read more about New Business of the Year Award
New Business of the Year Award
Posted 29.09.19
It's a great honour to announce that Celtic Financial have won the prestigious "New Business of the Year" Award presented…
Read more about Investment Committee 04/09/2019
Investment Committee 04/09/2019
Posted 09.09.19
Tariffs and Brexit dominate. Whether Boris proves to be a Ben Stokes and our hero remains to be seen! The…
Read more about Financial Adviser of the Year
Financial Adviser of the Year
Posted 31.07.19
Robert Lewis from Celtic Financial Planning shortlisted as a finalist in the fifth annual Growth Investor Awards. In the running…
Read more about How can an IFA help?
How can an IFA help?
Posted 19.07.19
An IFA (Independent Financial Advisor) can give you advice on a multitude of financial products they believe will accommodate your…
Read more about Personal Finance Portal
Personal Finance Portal
Posted 17.07.19
We continue to strive to become a digital financial adviser, for us this means we allow the use of technology…
Read more about Client Seminar – Care Fee Special
Client Seminar – Care Fee Special
Posted 24.06.19
Our latest client seminar in September is free to new and existing clients. We will focus on care fee planning…
Read more about Investment Committee 01/06/2019
Investment Committee 01/06/2019
Posted 01.06.19
Another day and overnight we have a new Tweet for Trump, further turbulence for the global markets but what does…
Read more about the family office
the family office
Posted 10.05.19
We believe this is going to be a game changer for all new and existing clients. Typically a family office…
Read more about Benefits of Independent Financial Advice
Benefits of Independent Financial Advice
Posted 24.04.19
It's a common question, what are the benefits of independent financial advice? Well hopefully here are some points about how…
Read more about Investment Committee 05/03/2019
Investment Committee 05/03/2019
Posted 05.03.19
Our latest investment committee comments and Brexit is still here, but it's not the biggest issue out there! A major…
Read more about Ethical – Green Business of the Year 2019
Ethical – Green Business of the Year 2019
Posted 27.02.19
We are truly delighted to be nominated by the Federation of Small Businesses (FSB) https://www.fsb.org.uk for the most Ethical - Green…
Read more about Client Seminar “The Road of 2019”
Client Seminar “The Road of 2019”
Posted 03.01.19
Join Celtic Financial for Afternoon Tea - Thursday 28th Feb. Our first client seminar will help explain in greater detail…
Read more about 7 tips for first time buyers
7 tips for first time buyers
Posted 19.12.18
Firstly, avoid setting yourself up for disappointment by understanding what you can afford on a monthly basis. This will also…
Read more about Investment Committee 05/12/18
Investment Committee 05/12/18
Posted 05.12.18
As we have all seen in the news, ‘Brexit’ is dominating and overshadowing everything by a long way. It is…
Read more about Benefits of pension reviews
Benefits of pension reviews
Posted 04.12.18
It may not always be on the top of your agenda, but it’s essential that you review your pension /…