Celtic Financial Planning Ltd
About the Business
Celtic Financial Planning Ltd is a well-established institution that specializes in providing top-notch financial planning services to individuals and businesses in the local community. As an establishment that has been serving the financial needs of the community for years, Celtic Financial Planning Ltd has become a trusted partner that many rely on for sound financial advice and guidance.
Located in the heart of Mold, at the address Florence House, Bromfield Ln, Bromfield Industrial Estate, the institution boasts a team of highly trained and experienced financial planners who are dedicated to ensuring that clients achieve their financial goals. Their experience in the industry allows them to provide customized solutions that are tailored to meet the unique needs of each client.
As a finance institution, Celtic Financial Planning Ltd provides a wide range of financial planning services that cover areas such as pensions, investments, insurance, tax planning, and wealth management. Whatever your financial goal may be, the institution’s team of financial planners will work with you to create a strategy that is in line with your aspirations.
In addition to its finance services, Celtic Financial Planning Ltd also serves as a local government office that provides support to businesses in the Mold community. The institution understands the importance of nurturing local businesses and is committed to providing resources and support that ensure business success.
As a point of interest, Celtic Financial Planning Ltd has become a popular destination for those seeking sound financial advice. The institution’s commitment to providing quality service has earned it a reputation as a trusted partner in the community. Whether you are an individual or a business, Celtic Financial Planning Ltd is the perfect partner to help you achieve your financial goals.
Photos
Location & Phone number
Bromfield Lane, Bromfield Industrial Estate, Mold CH7 1JW, United Kingdom
Hours open
Monday:
9:00 AM - 5:30 PM
Tuesday:
9:00 AM - 5:30 PM
Wednesday:
9:00 AM - 5:30 PM
Thursday:
9:00 AM - 5:30 PM
Friday:
9:00 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Great financial planners who have taken care of my investment and pensions needs with skill and care. Would highly recommend, you can’t fault their service."
"I have been a client of CFP for several years now and have always found Rob very helpful in ensuring that I get the best possible return from my investments. He explains everything in a way that I can easily understand and is always available if I have any questions or concerns. Their charges are reasonable and it 'pays for itself'. I would recommend them to anyone needing independent financial advice."
"Very positive experience.I would have no hesitation in recommending Celtic Financial and in particular Mr Jamie Hughes Financial adviser"
"As the owner of a business that is growing and I have high aspirations for it is critical that I work with a financial partner who understands me and my goals. Rob and the team at Celtic Financial Planning have very quickly become a source of trusted advice and they are there whenever I need them - quick responses, practical advice and more than anything advice I need even when perhaps I would rather not hear it! Highly recommended and I feel fortunate to have them supporting my business adventure!"
"I can't recommend enough the team at Celtic Financial Planning. Barbara recently helped us with a new mortgage to move to a bigger home with our growing family. Barbara is incredibly knowledgeable, friendly, honest and works tirelessly to get the best deal for the customer. This was our first time using an independent financial adviser rather than traditionally going through our building society, and I ask myself why we didn't do it sooner! Barbara was always available and happy to answer any questions (no matter how silly they were at times) always giving us all the information. Thanks for all your hard work."
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