HomenewsPensions

  • New Child Financial Planning

    • 24th September 2021
    • Posted by: Celticfp
    • Category: Financial Planning
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    New Child Financial Planning

    As a first port of call, we would recommend ensuring that you have a valid Will in place. Approximately 60% of adults in the United Kingdom die intestate. That is, they do not have a Will in place.

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  • Client Seminar “The Road of 2019”

    • 3rd January 2019
    • Posted by: Celticfp
    • Category: Seminars
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    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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  • Benefits of pension reviews

    • 4th December 2018
    • Posted by: Celticfp
    • Category: Pensions
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    Image of retired couple

    It may not always be on the top of your agenda, but it’s essential that you review your pension / retirement regularly. Why? well if you find you have a shortfall, you can take action. Even if your retirement savings are broadly on track…

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