Independent Financial Advisers IFA in North Wales
Celtic Financial (a CityWire NMA top 100 firm) are independent financial advisers based in Mold, North Wales. Our multi- 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.
Why trust us with your pension 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 thatโs 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 doesnโt just include pensions: we look at all sources of potential income in retirement including savings, property, state pension and more!
Claim a Free Pension Review
Simply fill in your contact details below to claim a free pension 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 retirement and conducting a detailed attitude to investment risk analysis.
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.
Benefits of a Review
One of the common services we provide as financial advisers is reviewing people’s retirement planning. So what are some of the potential benefits of having a pension review? Well, it could include:
- 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
- See if you would benefit from ongoing support and advice
- Exploring the merits of consolidating existing pensions into one plan, under a unified investment strategy
- Consider if you are making enough contributions, or if you should start saving more…
Independent Financial Advisers known for our community and social consciousness.
Contact us at Celtic Financial to book a free no obligation initial meeting.