Pension Experts in Mold
Celtic Financial are independent financial advisers based in Mold, with a specialist focus on pensions. Our team have been providing expert pension advice together for over 8 years. We have over 100 years of combined experience in financial services, much of that dealing with retirement planning.
Why trust us with your Pension?
With our advice promise we always give our clients the best advice, even if that means leaving your pension where it is. We believe in honest straightforward advice with a primary focus on your goal, whether that’s to retire early or to achieve a retirement income target.
We use the latest in cash flow modelling to try and paint a realistic picture for your retirement. That doesn’t just include pensions: we look at all sources of potential income in retirement including savings, property, state pension and more!
Speak to the team today to arrange a free no obligation chat about your pension and retirement planning.
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.
Benefits of a Review
Here are some benefits of having a pension review:
- Identify any gaps in your retirement planning
- Have a positive impact with your pension savings
- Help you establish what you want your retirement to look like
- Make sure your pensions are performing
- Help avoid any excess pension charges
- Manage investment risk pre and post retirement
- Benefit from ongoing support and advice
- Regular cash flow meetings helping to meet you cash needs now and in the future