Celtic Financial Planning Ltd are award winning independent financial advisers. We 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.
We are based in the historic market town of Mold, North Wales, with branches in Ruthin and Denbigh.
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 aim to deliver a plan to meet your goal(s) such as retiring 5 years earlier. You won’t find sales targets and pinstripe suits here, just good, honest and friendly financial advice.
A further attribute is our connection with local trusted professionals in both accountancy and law. Our ability to work with them to help create the right tax structure for your investment portfolio is crucial in helping you achieve your financial goals. We believe this combined approach to planning provides an in-depth holistic solution that rewards our clients with the best possible service.
T: 01352 390 121