our services

Equity Release

Equity release refers to a range of products letting you access the equity (cash) tied up in your home if you are over the age of 55.

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Employee Benefits

We can offer employers access to a range of benefits from death in service schemes to private medical, however whats becoming more popular is our monthly advice retainer.

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Care Fee Planning

With life expectancy continuing to increase each year, more and more of us are likely to need some form of care in later life.

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Savings & Investments

Whether you have a lump sum to invest or are looking to make regular contributions each month, we have extensive experience and a wide range of solutions.

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Pensions & Retirement

Deciding when to start planning and saving for retirement is a tough decision for most people to make, as they do not know where to begin.

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Our independent advisers are dedicated to solving your mortgage problems for both residential and commercial purposes.

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Estate Planning

The preservation of your family wealth can be one of the most important aspects of good independent financial planning.

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how can we help you?

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

Citywire Top 100 Financial Planning Firm