Celtic Financial Planning Ltd
01352 390 121 No Obligation
Mon - Fri 9.00 - 17.00
Sat/Sun CLOSED
Head Office: Florence House
Mold, Flintshire, CH7 1JW
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Celtic Financial Planning Ltd
  • home
  • about us
    • about us
    • our approach
    • corporate responsibility
    • Ethical Investments
    • our team
    • faqs
    • careers
    • privacy policy
  • services
  • workshops
  • news
  • contact
  • client login
01352 390 121 No Obligation
Mon - Fri 9.00 - 17.00
Sat/Sun CLOSED
Head Office: Florence House
Mold, Flintshire, CH7 1JW
HomenewsInvestments
  • Client Seminar “The Road of 2019”

    • 3rd January 2019
    • Posted by: Celticfp
    • Category: Seminars
    No Comments
    afternoon tea image

    Join Celtic Financial for Afternoon Tea – Thursday 28th Feb. Our first client seminar will help explain in greater detail who Celtic Financial are and how our investment committee works, includes a presentation by our head economist Chris Bailey.

    read more
  • Investment Committee 05/12/18

    • 5th December 2018
    • Posted by: Celticfp
    • Category: Investment Committee
    No Comments
    Seminar Event

    As we have all seen in the news, ‘Brexit’ is dominating and overshadowing everything by a long way. It is worth however reminding ourselves that globally there are bigger issues, namely president Trump and the trade wars with China.

    read more
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categories
  • Business
  • Events
  • Financial Planning
  • Investment Committee
  • Mortgages
  • Pensions
  • Seminars
how can we help you?

Contact us at the Celtic Financial for a free no obligation initial meeting.

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Important

Modern | Dynamic | Honest

Celtic Financial is a trading style of Celtic Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority (FCA) 809204.

The guidance and/or advice contained within this website is subject to UK regulatory review and is therefore restricted to consumers based in the UK.

Celtic Financial is registered in England and Wales at Florence House, Bromfield Lane, Mold, CH7 1JW under company registration number 11333705.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

Please note all calls made to Celtic Financial will be recorded. Copies of our call recordings will be available on request, for a period of 6 years after the recording was made.

Please note the FCA does not regulate Wills.

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Following the #Budget yesterday that announced a n Following the #Budget yesterday that announced a number of new measures and tax freezes, you can read a full round up on our website. Just head over to the news section 🗞📰🚨
Happy St David’s Day everyone. Let’s hope as w Happy St David’s Day everyone. Let’s hope as we head towards Spring, it brings further good news and hope. 🌼🌼🌼
It might be shining outside but Sundays are a perf It might be shining outside but Sundays are a perfect day for fund research. Our investment committee meet at least every quarter to review, analyse and report on a number of points, so our clients don’t have too. We are also expanding our investment committee in the coming months to ensure we have the right expertise for our clients.
As part of the Big Welsh Litter Pick, we’ve coll As part of the Big Welsh Litter Pick, we’ve collected another two bags of rubbish from areas around our office today including Wrexham Road and the entrance to Mold Alun. Sad to see lots of beer can rings and used cigarettes. #thinktidy #grandwelshpick #litterpick
We can’t wait until we can welcome local communi We can’t wait until we can welcome local community groups and projects to use our boardroom. But in the meantime if your business needs extra space for meetings/interviews etc, please get in touch.
Snooze you lose! The tax year end is fast approach Snooze you lose! The tax year end is fast approaching, April 5th will be on us before we know it. Don’t miss out! Make sure you use your annual allowances where applicable, call us if you’d like to discuss such topics as ISAs and Pensions.
Looking to purchase your dream home? Then speak to Looking to purchase your dream home? Then speak to our independent experts to find the right solution for you. We treat every client with the upmost care to ensure you are informed throughout the advice process 🏡
Today into the office we noticed a number of beer Today into the office we noticed a number of beer cans that had been thrown onto the grass verges by the office. So this evening before wrapping up we decided to do a quick litter pick, we collected two bags of rubbish. #thinktidy #litterpick #community
Great to donate another laptop to @northwalesrecyc Great to donate another laptop to @northwalesrecycleit this morning, whilst they were on route delivering recycled laptops to local schools.
Being involved in the community is a multi spoked Being involved in the community is a multi spoked initiative by our team, this includes sitting on local not for profit / charity boards such as Newcis...
Are you concerned about the environment, climate c Are you concerned about the environment, climate change, single use plastics, use of fossil fuels or other issues? Then talk to our experts to understand how your savings and investments can avoid these areas, whilst having a positive impact on the planet.
Another quick litter pick conducted around our off Another quick litter pick conducted around our offices here in Mold, turns out our head of PR is really good at finding food wrappers. #officedog #litterpick #keeptidy #environment #csr
Our award winning team offer independent financial Our award winning team offer independent financial advice across a wide range of areas. Call or go online for a free initial meeting.
Today is National Golden Retriever Day, so we coul Today is National Golden Retriever Day, so we couldn’t resist adding a picture of Winter, head of PR. #officedog #nationalgoldenretrieverday
We provide independent #mortgage advice that keeps We provide independent #mortgage advice that keeps you updated throughout the process and no question, is a silly question! Get in touch for a free no obligation initial chat.  Please note that your home may be repossessed if you do not keep up your mortgage repayments.
Captain Sir Tom Moore has died with coronavirus at Captain Sir Tom Moore has died with coronavirus at 100. Rest in Peace and thank you for all the inspiration you showed during this horrible pandemic.
As independent financial advisers we work for our As independent financial advisers we work for our clients and not a product provider, this means we undertake extensive research to find the best possible solutions without bias.
We are delighted to announce we are finalists for We are delighted to announce we are finalists for ‘Best Adviser for ESG’ in this years Professional Adviser Awards. Now in their 16th year the awards celebrate excellence in the industry.  In total, more than 200 advisers, firms and providers were under consideration for the 2020 Professional Adviser Awards, which seek to reward excellence within both the financial advice community and among the broader financial services sector
Did you know? We provide financial education and w Did you know? We provide financial education and wellbeing workshops to some of the largest associations in the UK. Our team of independent experts can craft engaging content for your workforce. Get in touch to find out more! #financialeducation #financialwellbeing #financialworkshop
We are very pleased to announce some exciting news We are very pleased to announce some exciting news, we have recently started the process of taking on the financial advisory arm of Halton Insurance Services. This acquisistion will help expand our presence across the local region and create more local jobs.
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Specialist Areas

    • Equity Release
    • ESG Investments
    • Seminars & Workshops
    • Pension Reviews

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Celtic Financial Planning Ltd – Independent Financial Advisers IFA and Mortgage Advisers based in Mold, North Wales. We provide advice across all areas of financial planning including, pensions, investments, mortgages, equity release, protection and estate planning.

Please note that your home may be repossessed if you do not keep up your mortgage repayments.

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