Celandine Limited

Independent Financial Adviser Celandine, 1 St. Mary Street, Monmouthshire, Monmouth, NP25 3DB
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
20th May 2019
Celandine's goal is to provide clear, jargon-free financial advice to clients with emphasis on understanding and meeting needs and objectives.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Annie O'Keeffe BSC Hons DipPFS
Financial Consultant
Accreditations
Certified Financial Planner
Where to find us

Celandine, 1 St. Mary Street, Monmouthshire, Monmouth, NP25 3DB

Make an enquiry
About us

Annie O’Keeffe founded Celandine in 2004 and in 2012 she acquired Monmouth Associates. With both a legal and financial background, Annie has the unique advantage of being able to offer a comprehensive financial planning service.

Our services

Celandine Limited offer independent advice on a wide spectrum of financial matters including investments, savings, pensions, long-term care, taxation, protection and mortgages. They pride themselves on the professional, thorough and friendly service they provide to both individuals and corporate clients.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Celandine Limited is authorised and regulated by the Financial Conduct Authority

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