Independent Financial Advisers in St Asaph, Denbighshire

Looking for expert financial advice in St Asaph, Denbighshire? Celtic Financial, an independent financial adviser (IFA) in North Wales, offers tailored pension planning and more! Our new office in St Asaph is headed up by experienced and chartered financial planner, Jamie Hughes.

Chartered Financial Planner in St Asaph

Celtic Financial, a CityWire NMA top 100 firm, is an award-winning independent financial adviser based in Mold, North Wales. We are now excited to extend our services to clients in St Asaph, Denbighshire. Our multi-award-winning team has over 100 years of combined experience, providing unbiased financial advice to help our clients save money, make money, and protect their money.

Jamie has a simple goal; help clients articulate and achieve their goals. After this, she helps build great financial plans. With effective investment strategies, money can serve life-based on the life you want and what is most important to you. These priorities often include values like freedom, financial integrity, contribution and security.

Why Choose Celtic Financial for Your Pension Planning in St Asaph, Denbighshire?

At Celtic Financial, we believe in honest, straightforward advice with a primary focus on your financial goals. We always give our clients the best advice, even if that means leaving your pension where it is. Whether your goal is to retire early or achieve a retirement income target, trust us to help you make the right decisions for your pension planning.

Are you looking for a financial adviser in St Asaph, Denbighshire? Look no further! Celtic Financial is here to provide top-quality independent financial advice to help you achieve your financial goals. Contact us today to schedule a consultation and start your journey towards a secure and prosperous retirement.

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 the UK, including St Asaph, 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.

Looking for a First-Class Financial Planner?