Financial Planning
Financial Planning Financial Planning News
Independent vs Restricted Advice
- 14th July 2022
- Posted by: Celticfp
- Category: Financial Planning
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Whether you have an existing relationship with a financial adviser or if you are in the process of lookingย for guidance on managing your wealth, understanding how a firm operates is not only key…
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.
