Investments
Investments Financial Planning News
Coronavirus Special Update
- 28th February 2020
- Posted by: Celticfp
- Category: Events, Financial Planning
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Global equity markets have suffered losses during February, especially during the final week.Β Most of us like lower prices at a supermarket or a department store but with the financial markets it is harder, specially if the fall has already impacted.
Client Seminar – Road Map of 2020
- 16th January 2020
- Posted by: Celticfp
- Category: Seminars
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.
Investment Committee 02/12/2019
- 3rd December 2019
- Posted by: Celticfp
- Category: Investment Committee
Seems like Groundhog Day, but sadly Tariffs and Brexit dominate and for the most part itβs 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.
Client Seminar – Care Fee Special
- 24th June 2019
- Posted by: Celticfp
- Category: Events, Seminars
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.
Investment Committee 01/06/2019
- 1st June 2019
- Posted by: Celticfp
- Category: Investment Committee
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.
Investment Committee 05/03/2019
- 5th March 2019
- Posted by: Celticfp
- Category: Investment Committee
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.
Client Seminar “The Road of 2019”
- 3rd January 2019
- Posted by: Celticfp
- Category: Seminars
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.
Investment Committee 05/12/18
- 5th December 2018
- Posted by: Celticfp
- Category: Investment Committee
As we have all seen in the news, βBrexitβ 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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