Celticfp.co.uk - Celtic Financial Planning (No review yet)

Language: english

Celtic Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority (FCA). We 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 aim to deliver a plan to meet your goal(s) such as retiring 5 years earlier. You wont find sales targets and pinstripe suits here, just good, honest and friendly financial advice.

A further attribute is our connection with local trusted professionals, this includes both accountancy and law. Our ability to work with these professionals to help create the right tax structure for your investment portfolio, is crucial in helping you achieve your financial goals. We believe this combined approach to planning provides an in-depth holistic solution that rewards our clients with the best possible service.

Category: Finances