Celandine Limited

Independent Financial Adviser 7, Beaufort Arms Court, Agincourt Square, Monmouth, NP25 3UA
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
20th August 2018
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
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.

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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