Chartered Planner leads Celtic’s North West charge

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.


Wales Financial Planner to open third office

A surge in client demand and rising staff numbers have spurred North Wales-based Celtic Financial Planning to open a third office.


Planners reject digital currency fee payments

Financial Planners have said they would not accept payment for fees in digital and crypto currencies, despite UK Treasury regulation plans.


Financial Planners rally to help Ukrainian refugees

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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