Free protection review

As regulated independent financial advisers, we have a duty of care to ensure all our clients receive the best possible financial advice, especially around protection planning. As part of this duty, we want to ensure that all our clients are treated fairly and are adequately advised on any areas in which we believe may cause you or your family financial difficulties in the future.

Some Stats:

8.5m People

Statistics from finder show that around 8.5 million people, over the age of 18, do not have any cover

9% of Self-employed

According to Drewberry only 9% of Self Employed Workers Have Income Protection

1 in 2 Get Cancer

According to Macmillan, almost one in two of us will be diagnosed with cancer at some point in our lives

Claim a Free Protection Review

Simply fill in your contact details below to claim a free protection review, our team will then get in touch to start the process, which includes gathering information on your existing plans, completing a fact find on your current circumstances and goals for protecting you and your family.

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the appropriate data protection requirements. You agree that such personal information may be used to provide you with details of services and products, initially by email.

    Our experienced team have been working together for many years helping clients across North Wales and beyond, delivering an unparalleled tailored service to meet your needs.

    how can we help you?

    Contact us at Celtic Financial to book a free no obligation initial meeting.

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