Celtic Financial Planning Ltd

Independent Financial Adviser  Florence House, Mold, Flintshire, CH71JW
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FCA authorised
Last authorised 16th November 2020
You won't find sales targets and pinstripe suits at the award winning Celtic Financial, just good, honest and friendly independent financial advice.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Nigel Dale
Independent Financial Adviser
Robert Lewis
Independent Financial Adviser
Barbara Hunter
Independent Mortgage Adviser
About us

Modern | Dynamic | Honest

Celtic Financial are award winning independent financial advisers (IFAs) who strive to build and maintain long-term relationships with our clients by understanding individual needs, circumstances and requirements. This commitment is demonstrated by being the top rated IFAs in North Wales on Google (as of May 2020).

We are based in the historic Market Town of Mold, our services extend across North Wales.

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.

We are also one of the few locally Chartered Insurance Institute (CII) certified later life financial specialists, we can help you with long term care and equity release matters.

Our services

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.

We provide independent financial advice across all areas of financial planning including; pensions, investments, mortgages, protection, estate planning, equity release and care fee planning.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Florence House, Bromfield Lane, Mold, Flintshire, CH71JW

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