overview

Celtic Financial Planning Ltd are not tied to any insurance company, bank or other financial institution – meaning we are truly independent and impartial. We work for you, our clients, putting your objectives at the heart of what we do.

We consider all the viable options across the whole of the marketplace to find the best solution for you. Many clients who come to us have existing plans and policies that are not fully understood. We look into these plans, explain how they work and recommend changes where necessary.

Our experienced team have been working together for many years helping clients across North Wales and beyond, delivering an unparalleled tailored service to meet your needs. We now have three branches (in Mold, Ruthin and Denbigh) to better service our clients across North Wales.

Our mission

Our reputation is built on the following:

  • To always put our clients first
  • To ensure we use plain English and ensure recommendations are always fully understood
  • Promise to always give our best advice, even if that means doing nothing
  • Continue to provide the ongoing service you expect
  • Continue to invest in our staff and systems
  • Continue to deliver our corporate social responsibility mandate

About Celtic Financial

how can we help you?

Contact us at Celtic Financial to book a free no obligation initial meeting.

Looking for a First-Class Financial Planner?