Celtic Financial are Multi-Award-Winning Chartered Financial Planners that strive to build and maintain long-term relationships with our clients by understanding individual needs, circumstances and requirements. These are the first steps towards our clients achieving their financial goals and aspirations. Based in the historic Market Town of Mold, our services extend across North Wales and beyond.
We want to challenge others by providing a service led goals based financial planning solution for our clients. Instead of getting bogged down in jargon such as SIPPS and Wrappers, we deliver a plan to meet your goal(s) such as retiring 5 years earlier. You won’t find sales targets and pinstripe suits at Celtic, just good, honest and friendly financial advice.
Celtic Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority (FCA) 809204.
Company Details
- Employees
- 11
- Founded
- -
- Address
- Florence House, Bromfield Lane,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- celticfp.co.uk
- Keywords
- Pensions, Investments, Mortgages, Estate Planning, Financial Education, Protection Planning, Savings, Retirement, Investment Management, Estate Planning.
- HQ
- Mold, Wales
Celtic Financial Planning Ltd Questions
Celtic Financial Planning Ltd's website is celticfp.co.uk
Celtic Financial Planning Ltd's LinkedIn profile is https://uk.linkedin.com/company/celticfp
Celtic Financial Planning Ltd has
11 employees.
View email and phone details for 11
employees at Celtic Financial Planning Ltd.
Celtic Financial Planning Ltd's industry is
Financial Services
Celtic Financial Planning Ltd's top competitors are
Artorius,
Hoxton Wealth,
Clear Cut Financial Planning,
Fincate,
Lloyd & Co. Financial Planning Ltd,
Town Close Financial Planning,
North Wales Social,
Celtic Community Network,
Triple Point,
Realistic Financial Planning.
Celtic Financial Planning Ltd's categories are Financial Services
Celtic Financial Planning Ltd's founding year is 2018
