Our experienced team design financial planning solutions to meet your goals, from buying your first home to retiring early, we can help…
Celtic Financial Planning
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, 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.
our services at a glance
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.
pensions & retirement
From starting your first personal pension to painting a realistic picture in retirement by using the latest in cash flow modelling, our experienced experts can help you and your retirement.
savings & investments
Our Investment Committee meet regularly to manage and monitor a wide range of investments, funds and savings vehicles such as ISAs and Bonds. We can help both lump sum and regular investors.
Protection planning for you, your family and or your business. From life and critical illness cover, shareholder protection and private income protection we can help.
care fee planning
Our independent later life financial specialists can provide helpful advice when it comes to mitigating the impact of care fees, or providing provision to meet the ongoing costs.
We can help you weigh up the best way to release equity from your home to supplement your retirement income, or meet your other goals and objectives.
Visit our corporate social responsibility mandata page to find our more about our work, including working with the North Wales Wildlife Trust to plant a native british tree for every new pension and investment client.