Events
Check out our latest news and updates
Modern | Dynamic | Honest
Read more about A New Way to Connect
A New Way to Connect
Posted 07.08.26
Networking doesn’t have to mean a stuffy conference room and lukewarm coffee. That’s why our Financial Planning Associate, Sam, has…
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 Coffee & Cake Success
Coffee & Cake Success
Posted 25.03.24
Thanks to your overwhelming support, we are proud to announce that the event raised a total of £2,408.93 for the…
Read more about Welcome to Chris Lloyd
Welcome to Chris Lloyd
Posted 03.03.24
Meet Chris Lloyd, our newest Chartered Financial Planner, enhancing our team's expertise in pensions, investments, and estate planning for high…
Read more about Hope House Champions
Hope House Champions
Posted 22.11.23
During an inspiring 36-hour window, every donation was generously doubled by sponsors, culminating in an incredible total of £611,162 raised…
Read more about GI Awards Finalist
GI Awards Finalist
Posted 28.09.23
We are thrilled to announce that we've secured our place as a finalist in the highly-anticipated Growth Investor Awards for…
Read more about New Branch: St Asaph
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…
Read more about Mold Rugby Proud Sponsors
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…
Read more about Spring Budget Special 2023
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,…
Read more about Welcome to Jamie Hughes
Welcome to Jamie Hughes
Posted 27.10.22
We are delighted to announce the arrival of Jamie Hughes, Chartered Financial Planner, who has joined the Celtic Financial Team.…
Read more about Virtual Charity Bike Ride
Virtual Charity Bike Ride
Posted 02.08.22
As a financial advisory business, we are well aware of the consequences of rising costs and the impact it's having…
Read more about Welcome to Victoria
Welcome to Victoria
Posted 17.11.21
We are delighted to welcome Victoria Nabarro to the Celtic Financial team. Victoria will be based in our London hub…
Read more about Community Awards
Community Awards
Posted 06.04.21
We are delighted to confirm that in the last few weeks Celtic Financial Planning Ltd have been recognised by the…
Read more about Exciting new acquisition
Exciting new acquisition
Posted 27.01.21
Here is a snippet from our latest press release: A TRUSTED financial advisory firm is expanding into the North West…
Read more about The Budget 2020
The Budget 2020
Posted 11.03.20
The Chancellor Rishi Sunak has delivered his first Budget of 2020 in the House of Commons, announcing the government's tax…
Read more about Coronavirus Special Update
Coronavirus Special Update
Posted 28.02.20
Global equity markets have suffered losses during February, especially during the final week. Most of us like lower prices at a…
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…