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.
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.
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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