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Independent Financial Advisers IFA in North Wales

Celtic Financial are independent financial advisers based in Mold, North Wales. Our award winning team have over 100 years of combined experience in helping our clients save money, make money and protect their money by providing unbiased advice. We’ve been recognised on a number of occasions for the level of service and the quality of advice we offer our clients, which you can learn more about from a free initial meeting

Why trust us with your financial planning?

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 financial 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
  • 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

How we work

how can we help you?

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

Looking for a First-Class Financial Planner?