HomenewsInvestments

  • Client Seminar – Road Map of 2020

    • 16th January 2020
    • Posted by: Celticfp
    • Category: Seminars
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    Client Seminar

    Join us March 5th at Soughton Hall Hotel to discover our take on the ‘Road Map of 2020’ presented by our head economist Chris Bailey. We look at some of the key issues surrounding investment markets, savings and pensions this year.

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  • Investment Committee 02/12/2019

    • 3rd December 2019
    • Posted by: Celticfp
    • Category: Investment Committee
    No Comments

    Seems like Groundhog Day, but sadly Tariffs and Brexit dominate and for the most part it’s causing noise for investors. However, what is certain is that over the medium to longer term the world is going to change, priorities and needs will adjust.

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  • Client Seminar – Care Fee Special

    • 24th June 2019
    • Posted by: Celticfp
    • Category: Events, Seminars
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    Front of Soughton Hall Seminar Venue

    Our latest client seminar in September is free to new and existing clients. We will focus on care fee planning and ways to reduce the financial strain for both those needing care now and those who may require it in the future.

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  • Investment Committee 01/06/2019

    • 1st June 2019
    • Posted by: Celticfp
    • Category: Investment Committee
    No Comments
    Donald Trump Towers

    Another day and overnight we have a new Tweet for Trump, further turbulence for the global markets but what does it all really mean? Well if we first focus on the US where we continue to see stretched valuations on growth companies.

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  • Investment Committee 05/03/2019

    • 5th March 2019
    • Posted by: Celticfp
    • Category: Investment Committee
    No Comments
    China and the USA in tradewars

    Our latest investment committee comments and Brexit is still here, but it’s not the biggest issue out there! A major headwind is the US vs China Trade negotiations. Both are titans of the world and whilst their threats could destabilise global trade massively.

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  • Client Seminar “The Road of 2019”

    • 3rd January 2019
    • Posted by: Celticfp
    • Category: Seminars
    No Comments
    afternoon tea image

    Join Celtic Financial for Afternoon Tea – Thursday 28th Feb. Our first client seminar will help explain in greater detail who Celtic Financial are and how our investment committee works, includes a presentation by our head economist Chris Bailey.

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  • Investment Committee 05/12/18

    • 5th December 2018
    • Posted by: Celticfp
    • Category: Investment Committee
    No Comments
    Seminar Event

    As we have all seen in the news, ‘Brexit’ is dominating and overshadowing everything by a long way. It is worth however reminding ourselves that globally there are bigger issues, namely president Trump and the trade wars with China.

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