London
  • London
  • North Wales
  • 25 Cabot Square, Canary Wharf, London, E14 4QA
  • Mon - Fri 9:00 - 17:00
  • 020 8050 3256
  • Florence House, Bromfield Lane, Mold, CH7 1JW
  • Mon - Fri 9:00 - 17:00
  • 01352 390 121
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
    • our team
    • faqs
    • careers
    • privacy policy
  • services
    • Ethical Investments
    • Savings & Investments
    • Pensions & Retirement
    • Mortgages
    • Equity Release
    • Care Fee Planning
    • Estate Planning
    • Employee Benefits
    • Seminars & Workshops
  • news
  • contact
  • client login
  • become client
01352 390 121 No Obligation
Mon - Fri 9.00 - 17.00
Sat/Sun CLOSED
Head Office: Florence House
Mold, Flintshire, CH7 1JW
HomenewsPFP
  • Personal Finance Portal

    • 21st May 2020
    • Posted by: Celticfp
    • Category: Financial Planning
    No Comments
    Personal Finance Portal

    With data security playing an increasingly prominent role in the way businesses conduct themselves, we will now communicate with you by phone, via our new secure client portal or in person. To ensure you can see your documents and secure messages…

    read more
  • Personal Finance Portal

    • 17th July 2019
    • Posted by: Celticfp
    • Category: Financial Planning
    No Comments
    PFP Portal Image

    We continue to strive to become a digital financial adviser, for us this means we allow the use of technology to improve our services and processes for our clients benefit. One clear demonstration of that is our Personal Finance Portal or PFP

    read more
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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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It’s great that some of the team are attending t It’s great that some of the team are attending the #FSBawards UK finals In Glasgow, good luck to everyone involved!
Here are just some of the ways we support our ongo Here are just some of the ways we support our ongoing advisory clients on a regular basis, which is in addition to having access to their own dedicated adviser:  🗞️ Each month, our head economist writes an article about current world events, this is included in our monthly newsletter with other useful information.  🤳 In addition to having access to a dedicated financial adviser, our clients also have access to our support team whenever they need it, this may be to assist with appointments, valuations, income or general enquiries.  📺 Every month we provide a market update video that's hosted on our YouTube channel, here we talk about current events and the questions our clients have been asking us.  🍵 We host a client seminar either online or face to face every six months, our next event is September which will include a number of guest speakers and lunch.  📱 We provide regular content, news and information across our many social media channels including Twitter, LinkedIn, Facebook and Instagram, so our clients stay informed.  🤝 Every fortnight for our business clients, we host a not-for-profit networking breakfast (the Celtic Community Network) which is open to all businesses in the pursuit of helping local firms do more business together.  📊 Clients have access to our online portal, which shows their latest valuations across all their investments / pensions and provides a secure messaging service.  If you'd like to know more, or to benefit from such a service, please get in touch for a free initial meeting...
Thank you for your recent support on social media. Thank you for your recent support on social media. As a small, growing business your continued endorsement is greatly appreciated!  For those of you who are new to Celtic Financial, we are a multi-award-winning independent financial advisers known for our community and social consciousness based in North Wales with a regional hub in London.  We provide honest and transparent financial advice, where we treat our clients like family, so you know we are putting your interests first and not our own.
Celtic Financial TV - Monthly Market Update May 20 Celtic Financial TV - Monthly Market Update May 2022 episode - This month we once again talk about #inflation and central banks raising interest rates to combat the problem, but what does this mean for markets...  Watch the full episode on our YouTube channel.  This video is for information purposes only – should not be perceived as financial advice. We recommend you should always speak to a financial adviser before making any investment decisions.  Please note, past performance is not a reliable indicator to future returns. Your investment may fall as well as rise, and you may not get back what you put in.
We believe in sustainability and accountability, t We believe in sustainability and accountability, that's why from the 21/22 tax year, we will be publishing our estimated CO2 footprint on our Companies House Accounts. This will show our current footprint minus our offset schemes to show publicly our impact.  Our goal over this year and moving into 2023 is to become a carbon negative firm of Independent Financial Advisers.  #modern #dynamic #honest #greeneconomy #sustainability #corporatesocialresponsibility #climatechange
Interest rates have risen to the highest level sin Interest rates have risen to the highest level since 2009 as the Bank of England tries to stem the pace of rising prices.  Rates rose to 1% from 0.75%, the fourth consecutive increase since December.
We are delighted to once again be sponsoring the C We are delighted to once again be sponsoring the Cheshire & North Wales Law Society. We work closely with our colleagues in the legal profession, and encourage the great work the society does. The team are looking forward to working with more members of the society over the course of the year.
It’s great to have Victoria in the office today, It’s great to have Victoria in the office today, taking part in some team meetings and having a general catch-up. We have a strong focus on a team approach when it comes to financial planning for our clients.
Today marks #EarthDay 2022. More than a billion p Today marks #EarthDay 2022.  More than a billion people celebrate Earth Day to protect the planet from things like pollution and deforestation. We will continue as a business to take part in activities like picking up litter, recycling and planting trees.
A lovely comment from a new client looking to simp A lovely comment from a new client looking to simplify her pension needs, comments like this gives the whole team job satisfaction 👍
🐣 Happy Easter to you all! Pasg hapus i chi gyd 🐣 Happy Easter to you all! Pasg hapus i chi gyd!  #EasterSunday #Easter
🌱 Today was operation wild flower day at the of 🌱 Today was operation wild flower day at the office, so we’ve had three containers built from recycled furniture and sown some wild flower seeds to encourage insects and bees to the office 🐝🦋🐞
Delighted to have received our FSB Wales Community Delighted to have received our FSB Wales Community Award Winners Badge, we are very much looking forward to attending the UK finals next month.
Not sure where your retirement path is taking you? Not sure where your retirement path is taking you? We are independent financial advisers with over 100 years of combined experience. Call or go online to arrange a free initial meeting…
We are excited to confirm the venue has been confi We are excited to confirm the venue has been confirmed for our first face to face seminar in over two years. Our client seminar will be taking place in September at the newly renovated Coach House, part of Soughton Hall, more details to follow soon…
Well done team! We have only gone and done it, com Well done team! We have only gone and done it, community award winners at the Federation of Small Businesses Awards Wales 2022. 👏
We are delighted to be attending the FSB Federatio We are delighted to be attending the FSB Federation of Small Businesses Awards in Cardiff today, we are shortlisted for two awards and wish everyone who has been nominated the best of luck!
It’s a stunning day in Cardiff today ahead of th It’s a stunning day in Cardiff today ahead of the FSB Awards. We are nominated for two awards and wish everyone nominated the best of luck. It’s going to be great to be surrounded by so many great businesses from Wales. More updates to follow!
The burden of tax falling on workers and employers The burden of tax falling on workers and employers has increased as a hotly-debated rise in National Insurance payments takes effect today, at the start of the new tax year 22/23.  Employees, businesses and the self-employed will pay an extra 1.25p in the pound. The extra tax is earmarked for government spending on social care.
We need your help to find a new team member! We ar We need your help to find a new team member! We are recruiting for a junior administrator at our Mold HQ, full training and support given. Just send your CV to hello@celticfp.co.uk.  Please help us find the right person by sharing this post 😀
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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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