Chartered Planner leads Celtic’s North West charge
- Monday, 11 March 2024
- Articles
![Chris Lloyd of Celtic Financial Planning](/media/k2/items/cache/0b2038af21d050fe7056cc37dc715d7a_Generic.jpg)
North Wales-based Celtic Financial Planning has recruited former AFH Wealth Management Chartered Financial Planner Chris Lloyd to extend the firm’s operations in the North West of England.
Read more...Wales Financial Planner to open third office
- Wednesday, 19 October 2022
- Articles
![L-R: Jamie Hughes and Rob Lewis](/media/k2/items/cache/69b4d3a9996051252eaa78ae24fade40_Generic.jpg)
A surge in client demand and rising staff numbers have spurred North Wales-based Celtic Financial Planning to open a third office.
Read more...Planners reject digital currency fee payments
- Tuesday, 05 April 2022
- Articles
![The Treasury has announced plans to regulate some crytocurrencies](/media/k2/items/cache/8849cf0eae261b93ba72b4a5827c8f40_Generic.jpg)
Financial Planners have said they would not accept payment for fees in digital and crypto currencies, despite UK Treasury regulation plans.
Read more...Financial Planners rally to help Ukrainian refugees
- Tuesday, 15 March 2022
- Articles
![Refugees fleeing Ukraine](/media/k2/items/cache/ca2090a307e2c77ca7cd5f1b818aad2d_Generic.jpg)
Financial Planners from firms large and small have been fundraising and going above and beyond to help refugees who have suffered due to Russia’s brutal invasion of Ukraine.
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