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Modern | Dynamic | Honest

Financial Adviser of the Year

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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…

Client Seminar – Care Fee Special

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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…

Ethical – Green Business of the Year 2019

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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…