Welcome to Chris Lloyd

Chris Lloyd – Chartered Financial Planner Joins the Team

Celtic Financial Planning is thrilled to announce the latest addition to our distinguished team of financial experts, Chris Lloyd. Chris who joins us from AFH Wealth Management, as a seasoned Independent Financial Adviser and Chartered Financial Planner, Chris brings over 15 years of invaluable experience and a wealth of knowledge to our practice, further solidifying our commitment to delivering unparalleled financial advice in Chester, the Wirral, and beyond.

A Rich Background in Financial Excellence

Originally from North Wales and now residing in Heswall on the Wirral, Chris has cultivated an impressive career, previously contributing his talents to a prominent national wealth management firm. His areas of expertise are broad yet profound, encompassing Pensions & Retirement, Investments, Savings, Ethical Investments, Estate Planning, and Wealth Management. Chris holds the esteemed Chartered Financial Planner designation and a Diploma in Regulated Financial Planning, underscoring his dedication to professional development and excellence.

Specialising in High Net Worth Clientele

Chris’s proficiency lies in his ability to serve high net worth clients, focusing on maximizing investment opportunities and securing estates through strategic inheritance tax planning. His approach is both meticulous and personalized, ensuring that each client’s financial aspirations are met with bespoke solutions tailored to their unique circumstances.

A Commitment to Community and Environment

The decision for Chris to join the Celtic Financial Planning team was driven by a shared vision for community engagement and environmental sustainability. Our firm’s profound commitment to these values, alongside our independent investment planning solutions, resonates with Chris’s professional ethos and personal beliefs.

Ready to Guide Your Financial Journey

Chris Lloyd’s addition to our team is more than a testament to our growing expertise. It represents our unwavering dedication to providing the highest quality of service to our clients. Whether you’re exploring pensions and retirement options, seeking ethical investment opportunities, or need comprehensive estate planning advice, Chris is here to guide you every step of the way.

For residents in Chester, the Wirral, and surrounding areas looking for expert financial guidance, Chris Lloyd at Celtic Financial Planning offers a combination of experience, expertise, and a client-first approach that is second to none.

Contact Us for a Free Initial Discussion

Embark on your journey to financial security and prosperity with Chris Lloyd. Contact Celtic Financial Planning today for a free initial discussion and discover how we can help you achieve your financial goals.