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
HomenewsPensions
  • 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.

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  • Benefits of pension reviews

    • 4th December 2018
    • Posted by: Celticfp
    • Category: Pensions
    No Comments
    Image of retired couple

    It may not always be on the top of your agenda, but it’s essential that you review your pension / retirement regularly. Why? well if you find you have a shortfall, you can take action. Even if your retirement savings are broadly on track…

    read more
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  • Investment Committee
  • Mortgages
  • Pensions
  • Seminars
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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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Great to kick start the week by providing a free l Great to kick start the week by providing a free legal and financial workshop for Newcis carers. Working with our colleagues in law we were able to provide some great free guidance and information.
It’s great to see more light at the end of the t It’s great to see more light at the end of the tunnel. Good luck to all those businesses that are re-opening today across England and Wales. Stay safe everyone!
Great to see @mold_coffee back open for a takeaway Great to see @mold_coffee back open for a takeaway service, hopefully in the coming weeks more local shops and services can continue to open 🤞
It's the start of a new Tax Year! 21/22 has starte It's the start of a new Tax Year! 21/22 has started today  so many annual allowances such as ISAs, personal allowance, CGT allowance and pension allowances restart. Make sure you start the new tax year on the right foot, talk to us to arrange a free initial meeting!
Happy Easter 🐣 We hope everyone is enjoying the Happy Easter 🐣 We hope everyone is enjoying the Easter Weekend, lovely to see some sun again ☀️ Stay Safe! #easter #easterweekend #easterbunny
It’s great to be able to support the raffle at C It’s great to be able to support the raffle at Cottage Care Home today in Mold, hopefully these bubbles will go down well! Have a great Easter Weekend everyone! 🐣🐰
If winning last night wasn’t fantastic enough, w If winning last night wasn’t fantastic enough, we also had our community champion certificate delivered today by Hannah Blythyn AM. The award was given earlier this year which recognised the community work we’ve been involved with during the Covid Pandemic. What a way to start the weekend!
We are absolutely delighted to be winners of this We are absolutely delighted to be winners of this years Mold Town Council Community Awards - Business of the Year. It’s always a team effort and we wouldn’t be here without our amazing #community!
Today marks one year since the start of the first Today marks one year since the start of the first lockdown. For us its a day of reflection to remember those who have lost their lives to coronavirus.  Let’s also give thanks to all those who have worked on the front-line throughout, be it workers in the NHS, retail, delivery drivers, Police, funeral services, school teachers/PA and many many more roles which without the Country would have come to a standstill.  Thank you.
Some of the team conducted another local litter pi Some of the team conducted another local litter pick early this evening, fortunately we also had Winter helping to provide that extra moral support. #thinktidy #litterpick #springclean
When it comes to divorce we know it can take some When it comes to divorce we know it can take some planning to pick up the pieces and get your retirement back on track. Our experts are friendly, approachable and highly experienced at crafting the right solution for you and your future.  We also work well with our colleagues in the legal world to come up with the best plan of action. Call or go online for a free initial meeting.
With Easter just around the corner, we are delight With Easter just around the corner, we are delighted to be supporting Mold Town Council with this years Easter Bunny Egg delivery. We just had to contribute towards the children of Mold being cheered up this Easter!
We are delighted to have been nominated in this ye We are delighted to have been nominated in this year’s #Mold #Community Awards, in the category Business of the Year. Looking forward to the awards evening on the 25th March - good luck to all the amazing people and businesses involved! 🤞(pre-Covid pic).
Are you fed up with low interest rates? Time for a Are you fed up with low interest rates? Time for a savings review? Get in touch for a free initial meeting...
Good luck to all those businesses that are re-open Good luck to all those businesses that are re-opening today - let’s hope the start of lockdown easing continues and is a success 🍀🤞
Celtic Financial are experienced and qualified equ Celtic Financial are experienced and qualified equity release specialists, which means we can provide you with independent financial advice on the best way to release equity from your home if that is a suitable option.  We can help ensure you get the best possible value from releasing equity, whilst ensuring you understand the risks and the steps involved.  Find out more: https://www.celticfp.co.uk/services/equity-release
Amazing to think it’s been over 12 months since Amazing to think it’s been over 12 months since we held our last in person client seminar. But hopefully as things improve we can start working towards a potential seminar in the future. Stay safe everyone!
As independent financial advisers we provide advic As independent financial advisers we provide advice across a whole host of areas, with no biased options. We pride ourselves on our reputation to provide our clients with a fantastic, honest, reliable and friendly service.  Get in touch to experience our reputation for yourself.
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. 🌼🌼🌼
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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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