Events Financial Planning News
Community Awards
- 6th April 2021
- Posted by: Celticfp
- Category: Events
No CommentsWe are delighted to confirm that in the last few weeks Celtic Financial Planning Ltd have been recognised by the community with two new awards. We were firstly presented with a Community Champion Award.
Exciting new acquisition
- 27th January 2021
- Posted by: Celticfp
- Category: Events
Here is a snippet from our latest press release: A TRUSTED financial advisory firm is expanding into the North West and looking to grow its workforce following a successful acquisition.
The Budget 2020
- 11th March 2020
- Posted by: Celticfp
- Category: Events
The Chancellor Rishi Sunak has delivered his first Budget of 2020 in the House of Commons, announcing the government’s tax and spending plans for the year ahead, along with several measures to mitigate the impact of the Coronavirus.
Coronavirus Special Update
- 28th February 2020
- Posted by: Celticfp
- Category: Events, Financial Planning
Global equity markets have suffered losses during February, especially during the final week. Most of us like lower prices at a supermarket or a department store but with the financial markets it is harder, specially if the fall has already impacted.
We are Moving
- 25th October 2019
- Posted by: Celticfp
- Category: Events
As you may of already seen on social media, we are moving to brand new offices down the road on Bromfield Lane. Our new address will be Florence House, Bromfield Lane, Mold, Flintshire CH7 1JW. Emails and phone number will remain the same.
New Business of the Year Award
- 29th September 2019
- Posted by: Celticfp
- Category: Events
It’s a great honour to announce that Celtic Financial have won the prestigious “New Business of the Year” Award presented by Sian Lloyd at the North Wales Young Business Awards 2019, held at Bangor University.
Financial Adviser of the Year
- 31st July 2019
- Posted by: Celticfp
- Category: Events, Financial Planning
Robert Lewis from Celtic Financial Planning shortlisted as a finalist in the fifth annual Growth Investor Awards. In the running among seven other leading individuals for the coveted award for Financial Adviser of the Year 2019.
Client Seminar – Care Fee Special
- 24th June 2019
- Posted by: Celticfp
- Category: Events, Seminars
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.
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.
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