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 adviser based in Mold, North Wales, specialising in pensions, investments, and mortgages with a socially responsible investment approach. They work with mid-market professionals and small business owners. Their referral partners include accountants for tax planning integration, solicitors for property conveyancing, and estate planning lawyers. The moment a referral works is when a business owner or professional needs to align their financial strategy across multiple areas: pensions and investments require tax-efficient accounting input, property purchases involve both conveyancing and financial planning, and comprehensive wealth planning needs all three elements working together.