HomenewsFinancial Planning

  • Personal Finance Portal

    • 21st May 2020
    • Posted by: Celticfp
    • Category: Financial Planning
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    Personal Finance Portal

    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…

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  • Coronavirus Special Update

    • 28th February 2020
    • Posted by: Celticfp
    • Category: Events, Financial Planning
    No Comments

    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.

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  • Celtic Financial Podcast Ep1

    • 10th January 2020
    • Posted by: Celticfp
    • Category: Financial Planning
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    First Time Buyers

    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.

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  • Financial Adviser of the Year

    • 31st July 2019
    • Posted by: Celticfp
    • Category: Events, Financial Planning
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    Robert Lewis Financial Adviser of the Year 2019

    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.

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  • How can an IFA help?

    • 19th July 2019
    • Posted by: Celticfp
    • Category: Financial Planning
    No Comments
    Why use an IFA

    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.

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  • Personal Finance Portal

    • 17th July 2019
    • Posted by: Celticfp
    • Category: Financial Planning
    No Comments
    PFP Portal Image

    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

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  • the family office

    • 10th May 2019
    • Posted by: Celticfp
    • Category: Financial Planning
    No Comments
    Family Office Celtic Connects

    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.

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  • Benefits of Independent Financial Advice

    • 24th April 2019
    • Posted by: Celticfp
    • Category: Financial Planning
    No Comments
    Keeping you and your financial planning on the right track

    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.

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