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 Ltd
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.
ethical - green business of the year
range of services
From starting your first pension to painting a realistic picture in retirement and transfers.
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.
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.