Our workshops and seminars are delivered by an experienced team of financial experts both in person and digitally, using the latest webinar technology. We hold a wide range of events throughout the UK, aimed at helping empower employees to make better financial decisions and at enabling employers to demonstrate their commitment to staff welfare and improve mental health within the workplace.
Our clients include large corporations, charities and local authorities. We can tailor our seminars and workshops to a wide range of scenarios, including early career, mid career and retirement planning.
One of our most popular and engaging workshops is our ‘Five Pillars of Financial Planning’, which covers a wide range of topics including budgeting, mortgages, protection planning, pensions and estate planning – this can be tailored to reflect your unique workforce.

Talk to us about our virtual and digital workshops and presentations. We can also offer 1-2-1 financial health check sessions.
Why choose us
Bespoke Presentations
Our popular ‘Five Pillars of Financial Planning’ programme can be tailored to reflect your unique workforce and to covering your death in service benefits, sick pay arrangements and pension schemes.
Delegate Workbooks
Branded delegate workbooks can also be produced to provide further engagement during presentations and a useful post-event resource.
Experienced Presenters
We are experienced at delivering these presentations to a diverse audience, across different age ranges and life cycles. Each of our presenters has over 15 years’ experience in financial services.
Web Portal
We provide a branded, private web portal where presentations can be accessed, further information provided and useful links offered.
Independent Specialists
Celtic Financial Planning Ltd are Independent Financial Advisers based in North Wales. We are not tied to any provider or bank and can advise on a wide range of financial planning areas.
No Selling
We sell nothing during our presentations. Based in North Wales and providing a service across the UK, we offer a true ‘hands off’ approach.
staff benefits:
More than 8 in 10 employees feel anxious over their personal finances, with 1.4 million Britons taking time off work in the past 12 months as they struggle to cope. A recent study from AXA PPP healthcare reveals 24.6 million employees feel some degree of anxiety over their financial position, and more than 10 million admit their financial worries are affecting their performance.
7 in 10 admit they spend time at work worrying about their finances, with almost a third (31%) spending up to 15 minutes thinking about the problem. More than 10 million (35%) believe financial concerns are preventing them from performing at their best.
- Access to our independent experts
- Proven to help with mental wellbeing
- A safe environment to discuss topics
- Post-event support with our web portal
- Opportunity to ask questions in our Q&A’s
- Learn new topics
typical topics covered
Our team
Robert Lewis
Independent Financial AdviserWith over 15 years of experience in financial services from stockbroking, banking and independent...
view profileElla Catherall
OperationsElla joined financial services following her degree in economics and accounting, since then she...
view profileSammy-Jo Peace
Independent Mortgage AdviserSammy joins us as an independent mortgage and protection adviser, with a background in financial...
view profileSam Bentley
Independent Financial AdviserFollowing his degree at York university where he got a Ba (Hons) in Politics with International...
view profileJamie Hughes
Independent Financial AdviserJamie lives in Prestatyn and has been a financial adviser for over 12 years, he also holds the chartered...
view profileNykki Dale
Independent Financial AdviserWith over 25 years of experience in financial services from insurance to independent financial advice,...
view profileBethan Jones
OperationsBethan has circa 20 years experience in financial services. An experienced paraplanner, qualified...
view profileTaryn Robinson
OperationsTaryn Robinson is a dedicated Mortgage Administrator who is the newest member of our growing team....
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