Equity Release
Equity release refers to a range of products letting you access the equity (cash) tied up in your home if you are over the age of 55.
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Employee Benefits
We can offer employers access to a range of benefits from death in service schemes to private medical, however whats becoming more popular is our monthly advice retainer.
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Care Fee Planning
With life expectancy continuing to increase each year, more and more of us are likely to need some form of care in later life.
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Savings & Investments
Whether you have a lump sum to invest or are looking to make regular contributions each month, we have extensive experience and a wide range of solutions.
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Pensions & Retirement
Deciding when to start planning and saving for retirement is a tough decision for most people to make, as they do not know where to begin.
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Estate Planning
The preservation of your family wealth can be one of the most important aspects of good independent financial planning.
read moreContact us at Celtic Financial to book a free no obligation initial meeting.
