Celtic Financial Planning Ltd | IFA Independent Financial Advisers Mold

Unlocking Goals

Our multi-award-winning chartered team designs robust financial planning solutions to meet your goals, now and in the future. From buying your first home to retiring early, we can help…

Welcome to Celtic Financial – Your Trusted Partner in Achieving Financial Success

At Celtic Financial, we are a multi-award-winning, chartered independent financial advisory firm dedicated to providing honest, transparent, and client-focused financial advice. Based in North Wales with a regional hub in London, our team of experienced advisers prioritises your interests above all else, treating each client like family.

Why Choose Celtic Financial?

Client-Centered Approach: We take the time to understand your unique needs, circumstances, and aspirations, creating tailored financial plans that align with your goals.
Community and Trust: As the most reviewed financial advisers in North Wales, our reputation is built on trust and long-term relationships. We are proud sponsors of the Cheshire & North Wales Law Society, working closely with trusted local professionals in accounting and law to offer comprehensive financial solutions.
Holistic Financial Planning: Our collaborative approach ensures you receive well-rounded advice, including tax-efficient investment strategies, ensuring your financial goals are met effectively.
Accessible and Clear Communication: We eliminate the jargon and provide straightforward, actionable financial advice. No sales targets, no pinstripe suits—just genuine, friendly guidance.

Our Commitment to You:

Personalised Service: Your financial success is our top priority. We develop bespoke plans that are easy to understand and implement, helping you navigate your financial journey with confidence.
Transparency and Integrity: We believe in open communication and complete transparency, ensuring you are fully informed every step of the way.
Expertise and Reliability: Our team’s extensive knowledge and dedication to ongoing learning keep us at the forefront of financial advisory services.

Contact us today to discover how Celtic Financial can help you achieve your financial goals. Schedule a free initial consultation with one of our advisers and experience the difference of personalised, honest financial advice.

We are proud to be a Carbon Positive Firm, offsetting more emissions than we generate.

what our clients say

     Excellent  
     Based on 117 reviews 
    
 
 
   
 
 
        
   Ieuan Williams 
 20. May, 2024.
 
 
  They gave clear advice and also explained the pitfalls and their advice has been very good to date..
  
 
       
   Mark Amos 
 20. May, 2024.
 
 
  So glad I put my faith in Celtic financial. Rob and his team are a credit to themselves. As I knew very little about what I could do my pension pot and all the many different plans that were involved I can now relax knowing my hard earned money is in safe hands with this brilliant team of people.🏆🏆😉
  
 
       
   Ian Hughes 
 20. May, 2024.
 
 
  Hi Rob thanks making it. Easy to understand my options with my pension.very professional on your advice an investment.would recommend your services to anyone .thanks again Ian
  
 
       
   Amanda Percy 
 17. May, 2024.
 
 
  A great company and Rob has given us clear advice and explanations and gave us the confidence to invest. Always makes the time to help us with any queries.
  
 
       
   Paul & Sue Jones 
 14. May, 2024.
 
 
  Nykki has always made us feel at ease & provides balanced financial insights & advice in a matter of fact way. She fully understands our requirements &, along with her team,  works to achieve them for us..
  
 
       
   Keith Lloyd 
 14. May, 2024.
 
 
  Sound financial advise delivered in a friendly accessible way - usually over a coffee or two!.
  
 
       
   Rick Walters 
 14. May, 2024.
 
 
  I retired 3 years ago and wanted my lump sum to work & grow for us. Rob has been fabulous from the initial contact, to him and the team setting up appropriate ISA’s for us about 12 months later. Rob was very clear and explained everything in detail in a way we understood and gave us the confidence to work with Celtic Financial.Our investments are doing what we want of them and they are continuously reviewed which gives me confidence that our investments are in the right place. Thanks Rob and the team..
  
 
       
   Kim Barnes 
 16. April, 2024.
 
 
  Sammy-Jo was fantastic, told us everything we needed to provide before she could start her research. When she started, we received regular updates. Sammy-Jo is really professional and friendly. We wouldn't hesitate to recommend her services or use her again.
  
 
       
   christine meirion 
 19. February, 2024.
 
 
  Great service from Rob Lewis who was clear and concise. Highly recommended

why clients choose and trust us

Independent

We are independent Financial Advisers, which means we have no restrictions on the providers we can recommend.

Free Initial Meeting

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

Advice Promise

You can hold us accountable to our financial advice, which we promise will always be the best we can give.

mortgages

From first time buyers to those looking to build a property portfolio, we have over 50 years’ experience of the mortgage market. Note that your home may be repossessed if you do not keep up your mortgage repayments.

pensions & retirement

From starting your first personal pension to painting a realistic picture of your retirement using the latest in cash flow modelling, our experts can help you plan for the future.

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. Capital at Risk.

protection planning

We can help protect you, your family and/or your business, including life and critical illness cover, shareholder protection and private income protection.

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.

equity release

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.

corporate social responsibility

As Independent Financial Advisers, we feel it is important to have a corporate social responsibility policy, which is why we aim to adhere to four key targets: offsetting our carbon footprint; using Fairtrade products; using recycled paper; and establishing funds for local charities and the community.

Visit our corporate social responsibility mandate page to find out 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.

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