Financial Adviser of the Year
- 31st July 2019
- Posted by: Celticfp
- Category: Events, Financial Planning
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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.
How can an IFA help?
- 19th July 2019
- Posted by: Celticfp
- Category: Financial Planning
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.
Personal Finance Portal
- 17th July 2019
- Posted by: Celticfp
- Category: Financial Planning
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
the family office
- 10th May 2019
- Posted by: Celticfp
- Category: Financial Planning
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.
Benefits of Independent Financial Advice
- 24th April 2019
- Posted by: Celticfp
- Category: Financial Planning
It’s a common question, what are the benefits of independent financial advice? Well hopefully here are some points about how it can keep you and your family on the right financial track.
01352 390 121 No Obligation
Mon - Fri 9.00 - 17.00
Sat/Sun CLOSED
Sat/Sun CLOSED
Head Office: 4A High Street
Mold, Flintshire, CH7 1AZ
Mold, Flintshire, CH7 1AZ
01352 390 121 No Obligation
Mon - Fri 9.00 - 17.00
Sat/Sun CLOSED
Sat/Sun CLOSED
Head Office: 4A High Street
Mold, Flintshire, CH7 1AZ
Mold, Flintshire, CH7 1AZ