Celtic Financial Planning Ltd
01352 390 121 No Obligation
Mon - Fri 9.00 - 17.00
Sat/Sun CLOSED
Head Office: Florence House
Mold, Flintshire, CH7 1JW
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Celtic Financial Planning Ltd
  • home
  • about us
    • about us
    • our approach
    • corporate responsibility
    • Ethical Investments
    • our team
    • faqs
    • careers
    • privacy policy
  • services
  • workshops
  • news
  • contact
  • client login
01352 390 121 No Obligation
Mon - Fri 9.00 - 17.00
Sat/Sun CLOSED
Head Office: Florence House
Mold, Flintshire, CH7 1JW
HomenewsTax
  • Use it or Lose it: Tax Allowances

    • 12th January 2021
    • Posted by: Celticfp
    • Category: Financial Planning
    No Comments
    Tax Year Allownces

    Our tax year here in the United Kingdom runs from April to April. The current tax year started on 6th April 2020 and runs up until April 5th 2021. The next tax year will then run from 6th April 2021 until 5th April 2022 and so on and so forth.

    read more
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Important

Modern | Dynamic | Honest

Celtic Financial is a trading style of Celtic Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority (FCA) 809204.

The guidance and/or advice contained within this website is subject to UK regulatory review and is therefore restricted to consumers based in the UK.

Celtic Financial is registered in England and Wales at Florence House, Bromfield Lane, Mold, CH7 1JW under company registration number 11333705.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

Please note all calls made to Celtic Financial will be recorded. Copies of our call recordings will be available on request, for a period of 6 years after the recording was made.

Please note the FCA does not regulate Wills.

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Money doesn’t grow on trees (or plants), trust u Money doesn’t grow on trees (or plants), trust us we’ve tried... So take a leaf out of our book and speak to our expert financial planners. From new regular investment plans to ethical portfolios, we have bespoke and independent solutions to meet your needs! Call or go online to find out more.
It’s a cold and frosty start this morning, stay It’s a cold and frosty start this morning, stay safe everyone and have a good weekend.
Great client feedback is so important to us, we wa Great client feedback is so important to us, we want every client to be comfortable with the advice we give. #feedbackthursdays
Financial planning is much more than dealing with Financial planning is much more than dealing with and making investments, sometimes it’s a simple £10 a month policy that changes someone’s life. Watch the full video Jan 22nd at 6pm on our Facebook page, to learn more about the real value of financial advice.
Use it or lose it! Make sure you make the most of Use it or lose it! Make sure you make the most of the allowances available to you as we approach the end of the tax year.  Our tax year here in the United Kingdom runs from April to April. The current tax year started on 6th April 2020 and runs up until April 5th 2021. The next tax year will then run from 6th April 2021 until 5th April 2022 and so on and so forth.  Read more on our news page in our website.
Our team of experts can provide independent and im Our team of experts can provide independent and impartial advice around the best way of releasing equity in your home, if suitable. Call or go online to arrange a free initial meeting.
Don’t let the sunset on your retirement dreams, Don’t let the sunset on your retirement dreams, call or go online to arrange a free initial meeting with one of our expert planners. #modern #dynamic #honest
Our mini documentary ‘The Real Value of Financia Our mini documentary ‘The Real Value of Financial Advice’ is premiering Friday 22nd Jan at 6pm on Facebook. Hopefully it will be an honest, informative and unscripted guide for you to think about next time you seek financial advice.
Big Happy Birthday to Sam who is 30 today 🥳 All Big Happy Birthday to Sam who is 30 today 🥳 All the best Sam and welcome to a new decade in your life!
Are you a fan of renewal energy? Did you know chan Are you a fan of renewal energy? Did you know changing the way your investments and pensions are managed can have a huge impact on the environment? Talk to us about Ethical Investments. Please note investments involve risk and it’s always worth seeking independent financial advice first.
We pride ourselves on being modern, dynamic and ho We pride ourselves on being modern, dynamic and honest. With a New Year is it time you take a fresh look at your finances? Call or go online to arrange a free initial meeting with our experts.
Teaser alert! Here is another snippet from our upc Teaser alert! Here is another snippet from our upcoming mini documentary on the real value of financial advice. Here Rob talks about charges and in particular exit penalties, something you should be aware of...
We would like to wish all our friends, clients and We would like to wish all our friends, clients and colleagues all the best for 2021 and thank you for the ongoing support, hopefully it turns out to be a much better year! Stay safe everyone and enjoy the #NewYear2021 weekend! #NewYearsEve
Our offices are now closed until Jan 4th 2021. For Our offices are now closed until Jan 4th 2021. For any urgent matters please contact your adviser or email hello@celticfp.co.uk. Merry Christmas, Happy New Year and thanks for all the support during the unprecedented year of 2020. Stay Safe!
Despite the continued pressure we are all under, i Despite the continued pressure we are all under, it lifts the spirits on a Monday to start the week with another happy customer and a 5 star review, thanks Rod!
Teaser from our upcoming mini documentary “The R Teaser from our upcoming mini documentary “The Real Value of Financial Advice” - Here we talk about ‘Churning’ a process sadly some firms use just to make money from moving assets from A to B, when it comes to moving/switching, there should be a clear benefit to YOU.
“The Real Value of Financial Advice” - mini do “The Real Value of Financial Advice” - mini documentary about financial planning coming Jan 2021. Start the new year on the right financial foot, it all starts with some honest facts...
Thank you once again to everyone who took part in Thank you once again to everyone who took part in our food donation mission this year, we managed to donate 84 kilos of food to the Flintshire Foodbank!
Winter has an important announcement, our Christma Winter has an important announcement, our Christmas hours: Our office will close from midday 23rd December until 4th Jan, during this time any urgent issues please contact your dedicated adviser, leave a voicemail on our 01352 390 121 number or email hello@celticfp.co.uk.  As always thanks for your continued support!
Wow! Great effort by the team and a number of busi Wow! Great effort by the team and a number of businesses from the Celtic Community Network, raising much needed food donations for the Flintshire FoodBank - donations are being handed over tomorrow. It’s been a tough year, families have been stretched more than ever...
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Specialist Areas

    • Equity Release
    • ESG Investments
    • Seminars & Workshops
    • Pension Reviews

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Celtic Financial Planning Ltd – Independent Financial Advisers IFA and Mortgage Advisers based in Mold, North Wales. We provide advice across all areas of financial planning including, pensions, investments, mortgages, equity release, protection and estate planning.

Please note that your home may be repossessed if you do not keep up your mortgage repayments.

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