Seminars & Workshops

Our workshops and seminars are delivered by an experienced team of financial experts. We hold a wide range of events throughout the UK, aimed at helping empower employees to make better financial decisions and at enabling employers to demonstrate their commitment to staff welfare and improve mental health within the workplace.

Our clients include large corporations, charities and local authorities. We can tailor our seminars and workshops to a wide range of scenarios, including early career, mid career and retirement planning.

Our most popular workshop is our ‘Five Pillars of Financial Planning’, which covers a wide range of topics including budgeting, mortgages, protection planning, pensions and estate planning.

Chris Bailey at Celtic Financial Client Seminar

Why choose us

Bespoke Presentations

Our popular ‘Five Pillars of Financial Planning’ programme can be tailored to reflect your unique workforce and to covering your death in service benefits, sick pay arrangements and pension schemes.

Delegate Workbooks

Branded delegate workbooks can also be produced to provide further engagement during presentations and a useful post-event resource.

Experienced Presenters

We are experienced at delivering these presentations to a diverse audience, across different age ranges and life cycles. Each of our presenters has over 15 years’ experience in financial services.

Web Portal

We provide a branded, private web portal where presentations can be accessed, further information provided and useful links offered.

Independent Specialists

Celtic Financial Planning Ltd are Independent Financial Advisers based in North Wales. We are not tied to any provider or bank and can advise on a wide range of financial planning areas.

No Selling

We sell nothing during our presentations. Based in North Wales and providing a service across the UK, we offer a true ‘hands off’ approach.

staff benefits:

More than 8 in 10 employees feel anxious over their personal finances, with 1.4 million Britons taking time off work in the past 12 months as they struggle to cope. A recent study from AXA PPP healthcare reveals 24.6 million employees feel some degree of anxiety over their financial position, and more than 10 million admit their financial worries are affecting their performance.

7 in 10 admit they spend time at work worrying about their finances, with almost a third (31%) spending up to 15 minutes thinking about the problem. More than 10 million (35%) believe financial concerns are preventing them from performing at their best.

  • Access to our independent experts
  • Proven to help with mental wellbeing
  • A safe environment to discuss topics
  • Post-event support with our web portal
  • Opportunity to ask questions in our Q&A’s
  • Learn new topics

typical topics covered

Budgeting 80%
Retirement Planning 75%
Mortgages & Liabilities 63%
Wills & Trusts 50%
Protection Planning 38%

Our team