Chris LloydIndependent Financial Adviser

Chris Lloyd Chartered Financial Planner
areas of expertise
  • Pensions & Retirement
  • Investments
  • Savings
  • Ethical Investments
  • Estate Planning
  • Wealth Management

Chris, hailing from North Wales and currently residing in Heswall on the Wirral, brings over 20 years of expertise as a financial adviser to our team, along with the prestigious designation of Chartered Financial Planner.

Having previously been a part of a large national wealth management firm, Chris feels the best way to provide authentic independent financial planning is through a local boutique firm with a truly unbiased approach. He specialises in working with clients who want to work with a professional adviser to develop financial plans to enhance and protect their wealth, through tax planning strategies, investment & retirement planning.

I am really happy to work at a company where I can help clients achieve financial peace of mind through authentic independent financial planning where we represent our clients not any third party investment or insurance company.

Chris’s decision to become part of Celtic Financial Planning was influenced by our profound commitment to both community and environmental efforts, along with our extensive and meticulously developed independent investment planning solutions.

contact details

01352 390121
Florence House
Bromfield Lane, Mold, CH7 1JW

Social Profiles

contact form

If you’d like a free consultation, please start by completing the form:

You voluntarily choose to provide personal details to us via this website.Β  Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.Β  You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

    how can we help you?

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

    Citywire Top 100 Financial Planning Firm