Our award winning team design robust financial planning solutions to meet your goals, now and in the future. From buying your first home to retiring early, we can help…
Due to the Coronavirus we are suspending all our face to face appointments to protect our clients and team. We have a robust contingency plan and have now moved to working from home, our day to day operations remain available. You can contact the team or your financial adviser in the usual way. Appointments and reviews will continue using digital channels. Stay Safe Stay Home
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 clear 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 in both accountancy and law. Our ability to work with them 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 holistic services at a glance
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.
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.
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 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.