Value proposition

Multi-Award-Winning Chartered Financial Planners known for our community and social consciousness.

Celtic Financial are Multi-Award-Winning Chartered Financial Planners that strive to build and maintain long-term relationships with our clients by understanding individual needs, circumstances and requirements. These are the first steps towards our clients achieving their financial goals and aspirations. Based in the historic Market Town of Mold, our services extend across North Wales and beyond.

We want to challenge others by providing a service led goals based financial planning solution for our clients. Instead of getting bogged down in jargon such as SIPPS and Wrappers, we deliver a plan to meet your goal(s) such as retiring 5 years earlier. You won’t find sales targets and pinstripe suits at Celtic, just good, honest and friendly financial advice.

Celtic Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority (FCA) 809204.

Pensions, Investments, Mortgages, Estate Planning, Financial Education, Protection Planning, Savings, Retirement, Investment Management, and Estate Planning