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Read more about AI Market Crash
AI Market Crash
Posted 02.09.26
Could an AI bubble trigger the next stock market crash — and what should investors do about it? Artificial intelligence…
Read more about Can I Retire Early?
Can I Retire Early?
Posted 24.08.26
For many people, the ultimate financial goal isn’t simply building a bigger pension. It’s reaching the point where work becomes optional.…
Read more about Ready for Retirement?
Ready for Retirement?
Posted 13.08.26
If someone asked you right now whether you’re on track for the retirement you want, what would you say? For…
Read more about Big ISA Changes Are Coming
Big ISA Changes Are Coming
Posted 08.07.26
If you’ve been happily tucking money away into a Cash ISA each year, enjoying tax-free interest with no fuss, there’s…
Read more about Quarterly Market Update
Quarterly Market Update
Posted 16.06.26
Quarterly Market Update Welcome to the June 2026 issue of Quarterly Market Commentary covering March, April and May from Celtic…
Read more about Values‑Based Investing
Values‑Based Investing
Posted 05.06.26
A B‑Corp’s Guide to Aligning Wealth With Purpose As conversations around climate change, social justice and corporate ethics move into…
Read more about AI Risks for Financial Planning
AI Risks for Financial Planning
Posted 16.04.26
AI tools like ChatGPT are powerful, but they can't replace professional financial advice. Here's why human expertise still matters.
Read more about Tax Allowances for 26/27
Tax Allowances for 26/27
Posted 09.04.26
Now we’re into the new tax year, it’s a good time to take stock of the allowances available to you.
Read more about Spring Budget 2026
Spring Budget 2026
Posted 06.03.26
On Tuesday, 3 March, Chancellor of the Exchequer Rachel Reeves delivered the latest Spring forecast statement.
Read more about The Middle-East Conflict
The Middle-East Conflict
Posted 03.03.26
The US and Israeli strikes on Iranian military targets over the weekend mark a significant escalation in a conflict that…
Read more about Ready for Tax Year-End?
Ready for Tax Year-End?
Posted 22.01.26
The end of the tax year always seems to sneak up on us. But with a little forward planning, you…
Read more about Quarterly Market Update
Quarterly Market Update
Posted 11.12.25
This quarter started with a tough period for global markets, as investor confidence was shaken by persistent inflation and the…
Read more about Making the Most of S&S ISAs
Making the Most of S&S ISAs
Posted 09.12.25
When it comes to saving and investing for the future, choosing the best place for your money can feel overwhelming.…
Read more about How to Structure a £500,000 Investment Portfolio
How to Structure a £500,000 Investment Portfolio
Posted 23.09.25
When it comes to managing a substantial investment portfolio, like £500,000, it’s not simply about picking the right funds. It’s…
Read more about Quarterly Market Update
Quarterly Market Update
Posted 16.09.25
This commentary covers the significant challenges faced by the global economy during March, April, and May 2025, shaped by a…
Read more about Quarterly Market Update
Quarterly Market Update
Posted 17.06.25
This commentary covers the significant challenges faced by the global economy during March, April, and May 2025, shaped by a…
Read more about Spring Statement 2025
Spring Statement 2025
Posted 31.03.25
The Chancellor, Rachel Reeves, delivered her Spring Statement 2025 on Wednesday 26 March. Keeping to her promise of one fiscal…
Read more about Quarterly Market Update
Quarterly Market Update
Posted 10.03.25
Global markets displayed mixed performance from December 2024 to February 2025, shaped by various macroeconomic factors, adjustments in monetary policy,…