Financial Planning
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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 Celtic Financial Podcast Ep1
Celtic Financial Podcast Ep1
Posted 10.01.20
Demi and Craig share their journey as first time buyers with Robert Lewis of Celtic Financial Planning. We explore the…
Read more about Financial Adviser of the Year
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…
Read more about How can an IFA help?
How can an IFA help?
Posted 19.07.19
An IFA (Independent Financial Advisor) can give you advice on a multitude of financial products they believe will accommodate your…
Read more about Personal Finance Portal
Personal Finance Portal
Posted 17.07.19
We continue to strive to become a digital financial adviser, for us this means we allow the use of technology…
Read more about the family office
the family office
Posted 10.05.19
We believe this is going to be a game changer for all new and existing clients. Typically a family office…
Read more about Benefits of Independent Financial Advice
Benefits of Independent Financial Advice
Posted 24.04.19
It's a common question, what are the benefits of independent financial advice? Well hopefully here are some points about how…