Use it or Lose it: Tax Allowances
- 12th January 2021
- Posted by: Celticfp
- Category: Financial Planning
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Our tax year here in the United Kingdom runs from April to April. The current tax year started on 6th April 2020 and runs up until April 5th 2021. The next tax year will then run from 6th April 2021 until 5th April 2022 and so on and so forth.
The value of life insurance
- 24th August 2020
- Posted by: Celticfp
- Category: Financial Planning
If the ongoing events of 2020 have taught us one thing, it’s that life as we know it can be turned upside down at a moment’s notice. One of the sad realities of life is that we all have to die one day or another. For the young, this morbid reality might…
Personal Finance Portal
- 21st May 2020
- Posted by: Celticfp
- Category: Financial Planning
With data security playing an increasingly prominent role in the way businesses conduct themselves, we will now communicate with you by phone, via our new secure client portal or in person. To ensure you can see your documents and secure messages…
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.
Celtic Financial Podcast Ep1
- 10th January 2020
- Posted by: Celticfp
- Category: Financial Planning
Demi and Craig share their journey as first time buyers with Robert Lewis of Celtic Financial Planning. We explore the pressures young people face buying a property for the first time, along with the benefits of using an independent mortgage adviser.
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.
How can an IFA help?
- 19th July 2019
- Posted by: Celticfp
- Category: Financial Planning
An IFA (Independent Financial Advisor) can give you advice on a multitude of financial products they believe will accommodate your needs. Not only does their independence allow them to provide unbiased and impartial advice.
Personal Finance Portal
- 17th July 2019
- Posted by: Celticfp
- Category: Financial Planning
We continue to strive to become a digital financial adviser, for us this means we allow the use of technology to improve our services and processes for our clients benefit. One clear demonstration of that is our Personal Finance Portal or PFP
the family office
- 10th May 2019
- Posted by: Celticfp
- Category: Financial Planning
We believe this is going to be a game changer for all new and existing clients. Typically a family office where you could find a financial adviser, solicitor and chartered accountant in one place was reserved for the ultra high net worth.
Benefits of Independent Financial Advice
- 24th April 2019
- Posted by: Celticfp
- Category: Financial Planning
It’s a common question, what are the benefits of independent financial advice? Well hopefully here are some points about how it can keep you and your family on the right financial track.
01352 390 121 No Obligation
Mon - Fri 9.00 - 17.00
Sat/Sun CLOSED
Sat/Sun CLOSED
Head Office: Florence House
Mold, Flintshire, CH7 1JW
Mold, Flintshire, CH7 1JW
01352 390 121 No Obligation
Mon - Fri 9.00 - 17.00
Sat/Sun CLOSED
Sat/Sun CLOSED
Head Office: Florence House
Mold, Flintshire, CH7 1JW
Mold, Flintshire, CH7 1JW