Unlocking Goals

Our experienced team design financial planning solutions to meet your goals, from buying your first home to retiring early, we can help…

free initial meeting

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the appropriate data protection requirements. You agree that such personal information may be used to provide you with details of services and products initially by phone.

Celtic Financial Planning Ltd

Celtic Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority (FCA). 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. 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 aim to deliver a plan to meet your goal(s) such as retiring 5 years earlier. You wont find sales targets and pinstripe suits here, just good, honest and friendly financial advice.

A further attribute is our connection with local trusted professionals, this includes both accountancy and law. Our ability to work with these professionals 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.

why clients choose us

Independent

We are independent Financial Advisers, which means we work for you and not a bank or insurance company.

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Free Initial Meeting

We offer everyone the opportunity for a free no obligation meeting, allowing you to get to know us and our team.

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Advice Promise

You can hold us accountable to our financial advice, we promise to always give our clients best advice.

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ethical - green business of the year

range of services

retirement

From starting your first pension to painting a realistic picture in retirement and transfers.

protection

Protection planning for you and your family. From mortgage protection to shareholder protection.

savings & investments

Our Investment Committee manage and monitor a range of investments from ISAs to Bonds.

mortgages

From first time buyers to those looking to build a property portfolio, we have over 50 years experience

Your home may be repossessed if you do not keep up repayments on your mortgage.

socially responsible financial planning
that hits your objectives.

We feel its important as Independent Financial Advisers to have a policy for corporate responsibility and that extends to social responsibility, that’s why we aim to adhere to 4 key targets, these include; Offsetting our Carbon Footprint, the use of Fairtrade products, using recycled paper and establishing funds for local charities and the community. To learn more about our mandate designed to make a difference, visit our Corporate Responsibility page under about us.

Investment Committee 05/03/2019

Our latest investment committee comments and Brexit is still here, but it’s not the biggest issue out there! A major headwind is the US vs China Trade negotiations. Both are titans of the world and whilst their threats could destabilise global trade massively.

Ethical – Green Business of the Year 2019

We are truly delighted to be nominated by the Federation of Small Businesses (FSB) https://www.fsb.org.uk for the most Ethical – Green Business of the Year 2019 for Wales.

Client Seminar “The Road of 2019”

Join Celtic Financial for Afternoon Tea – Thursday 28th Feb. Our first client seminar will help explain in greater detail who Celtic Financial are and how our investment committee works, includes a presentation by our head economist Chris Bailey.