Mold
  • Mold
  • Ruthin
  • Denbigh
  • Florence House, Bromfield Lane, Mold, CH7 1JW
  • Mon - Fri 9:00 - 17:00
  • 01352 390 121
  • 16 Well Street, Ruthin, Denbighshire, LL15 1AH
  • Mon - Fri 9:00 - 17:00
  • 01824 544 321
  • 1 Crown Lane, Denbigh, Denbighshire, LL16 3AA
  • Mon - Fri 9:00 - 17:00
  • 01745 299 321
Celtic Financial Planning Ltd
01352 390 121 No Obligation
Mon - Fri 9.00 - 17.00
Sat/Sun CLOSED
Head Office: Florence House
Mold, Flintshire, CH7 1JW
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Celtic Financial Planning Ltd
  • home
  • about us
    • about us
    • our approach
    • corporate responsibility
    • esg investments
    • our team
    • faqs
    • careers
    • privacy policy
  • services
  • workshops
  • news
  • contact
  • client login
01352 390 121 No Obligation
Mon - Fri 9.00 - 17.00
Sat/Sun CLOSED
Head Office: Florence House
Mold, Flintshire, CH7 1JW
Homenews
  • Investment Committee 02/12/2019

    • 3rd December 2019
    • Posted by: Celticfp
    • Category: Investment Committee
    No Comments

    Seems like Groundhog Day, but sadly Tariffs and Brexit dominate and for the most part it’s causing noise for investors. However, what is certain is that over the medium to longer term the world is going to change, priorities and needs will adjust.

    read more
  • We are Moving

    • 25th October 2019
    • Posted by: Celticfp
    • Category: Events
    No Comments

    As you may of already seen on social media, we are moving to brand new offices down the road on Bromfield Lane. Our new address will be Florence House, Bromfield Lane, Mold, Flintshire CH7 1JW. Emails and phone number will remain the same.

    read more
  • New Business of the Year Award

    • 29th September 2019
    • Posted by: Celticfp
    • Category: Events
    No Comments

    It’s a great honour to announce that Celtic Financial have won the prestigious “New Business of the Year” Award presented by Sian Lloyd at the North Wales Young Business Awards 2019, held at Bangor University.

    read more
  • Investment Committee 04/09/2019

    • 9th September 2019
    • Posted by: Celticfp
    • Category: Investment Committee
    No Comments

    Tariffs and Brexit dominate. Whether Boris proves to be a Ben Stokes and our hero remains to be seen! The UK and Europe are working toward a compromise on Brexit, but a constitutional crisis is brewing.The UK Government is in turmoil so lots of noise…

    read more
  • Financial Adviser of the Year

    • 31st July 2019
    • Posted by: Celticfp
    • Category: Events, Financial Planning
    No Comments
    Robert Lewis Financial Adviser of the Year 2019

    Robert Lewis from Celtic Financial Planning shortlisted as a finalist in the fifth annual Growth Investor Awards. In the running among seven other leading individuals for the coveted award for Financial Adviser of the Year 2019.

    read more
  • How can an IFA help?

    • 19th July 2019
    • Posted by: Celticfp
    • Category: Financial Planning
    No Comments
    Why use an IFA

    An IFA (Independent Financial Advisor) can give you advice on a multitude of financial products they believe will accommodate your needs. Not only does their independence allow them to provide unbiased and impartial advice.

    read more
  • Personal Finance Portal

    • 17th July 2019
    • Posted by: Celticfp
    • Category: Financial Planning
    No Comments
    PFP Portal Image

    We continue to strive to become a digital financial adviser, for us this means we allow the use of technology to improve our services and processes for our clients benefit. One clear demonstration of that is our Personal Finance Portal or PFP

    read more
  • Client Seminar – Care Fee Special

    • 24th June 2019
    • Posted by: Celticfp
    • Category: Events, Seminars
    No Comments
    Front of Soughton Hall Seminar Venue

    Our latest client seminar in September is free to new and existing clients. We will focus on care fee planning and ways to reduce the financial strain for both those needing care now and those who may require it in the future.

    read more
  • Investment Committee 01/06/2019

    • 1st June 2019
    • Posted by: Celticfp
    • Category: Investment Committee
    No Comments
    Donald Trump Towers

    Another day and overnight we have a new Tweet for Trump, further turbulence for the global markets but what does it all really mean? Well if we first focus on the US where we continue to see stretched valuations on growth companies.

    read more
  • the family office

    • 10th May 2019
    • Posted by: Celticfp
    • Category: Financial Planning
    No Comments
    Family Office Celtic Connects

    We believe this is going to be a game changer for all new and existing clients. Typically a family office where you could find a financial adviser, solicitor and chartered accountant in one place was reserved for the ultra high net worth.

    read more
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categories
  • Events
  • Financial Planning
  • Investment Committee
  • Mortgages
  • Pensions
  • Seminars
how can we help you?

Contact us at the Celtic Financial for a free no obligation initial meeting.

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Important

Modern | Dynamic | Honest

Celtic Financial is a trading style of Celtic Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority 809204.

The guidance and/or advice contained within this website is subject to UK regulatory review and is therefore restricted to consumers based in the UK.

Celtic Financial is registered in England and Wales at Florence House, Bromfield Lane, Mold, CH7 1JW under company registration number 11333705.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

Please note all calls made to Celtic Financial will be recorded. Copies of our call recordings will be available on request, for a period of 6 years after the recording was made.

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Specialist Areas

    • Equity Release
    • ESG Investments
    • Seminars & Workshops
    • Pension Reviews

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Celtic Financial – Independent Financial Advisers IFA and Mortgage Advisers based in Mold, with branches also in Ruthin and Denbigh, North Wales. We provide advice across all areas of financial planning including, pensions, investments, mortgages, equity release, protection and estate planning.

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