Celtic Financial are IFAs independent financial advisers based in Mold, North Wales. Socially Responsible advisers for pensions, investments and mortgages.
Celtic Financial are IFAs independent financial advisers based in Mold, North Wales. Socially Responsible advisers for pensions, investments and mortgages.
Celtic Financial Planning Ltd is an independent financial advisory firm based in Mold, North Wales, specialising in socially responsible pensions, investments, and mortgages. The firm serves individuals and couples approaching retirement or experiencing significant life events such as marriage, property purchase, or inheritance. Their clients benefit from referrals to tax advisors for integrated tax planning, estate planning lawyers for wealth protection, mortgage conveyancers for property transactions, and later services including wealth management and care planning providers. A referral to Celtic Financial Planning is timely when someone faces a major life transition, needs holistic financial planning aligned with personal values, or requires specialist guidance on pension provision and investment strategy.