Matthew WilsonTrainee Paraplanner

areas of expertise
  • Administration
  • Research & Analysis
  • Processing
  • Report Writing
  • Business support
  • Ongoing Training Programme

Matthew has worked in financial services for over 3 years, having worked for a wealth management firm before joining Celtic Financial. Matt is a trainee paraplanner, have joined us initially as an administrator. He is also currently studying to complete is Diploma in Regulated Financial Planning.

Matt’s primary role will be to support Ella in her role managing the day to day operations of Celtic Financial, whilst also supporting our financial advisers.

Matt is keen to progress in his financial services career and will be given full support here at Celtic Financial to build on his current experience. We look forward to the future and helping to encourage young professionals into the financial services industry.

contact details

01352 390 121
Florence House
Mold, Flintshire, 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.  Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.  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.