Celtic Financial Planning Ltd - Mold

Celtic Financial Planning Ltd: Your Trusted Financial Solutions Provider

Celtic Financial Planning Ltd, located at Florence House, Bromfield Ln, Mold CH7 1JW, United Kingdom, is a renowned financial services company that has been serving clients for many years. With a commitment to providing exceptional service, this company has earned a strong reputation for its expertise in financial planning, consulting, investments, mortgages, and pensions.

At Celtic Financial Planning Ltd, clients can expect a personalized approach to their financial needs. The company's team of experienced professionals takes the time to understand each client's unique situation, goals, and circumstances to develop tailored solutions that best suit their requirements.

One of the standout features of Celtic Financial Planning Ltd is its dedication to transparency and professional conduct. The company maintains open communication with its clients, ensuring they have a clear understanding of the various options available and the potential risks and rewards associated with each decision.

Specializing in Financial planner, Financial consultant, Investment service, Mortgage broker, and Pension office, Celtic Financial Planning Ltd offers a comprehensive range of services to cater to diverse financial needs. The company's specialties are highlighted by their ability to provide Online appointments, On-site services, and Wheelchair-accessible facilities, making it an inclusive and accommodating choice for clients.

In addition to their exceptional service, Celtic Financial Planning Ltd has garnered a strong reputation based on the positive reviews and opinions of their clients. With an impressive average rating of 5/5 from 136 reviews on Google My Business, it is clear that the company has consistently delivered high-quality results and satisfied customers.

One client, for example, praised the company for its professional and tailored approach to pension planning. They noted that the advisor took the time to understand their personal circumstances and financial goals, resulting in valuable and effective advice.

Another client highlighted the company's transparent and transparent service, stating that they felt well-informed throughout the process and appreciated the clear communication from the team.

If you are seeking a reliable and experienced financial services provider, look no further than Celtic Financial Planning Ltd. With their comprehensive range of services, personalized approach, and commitment to customer satisfaction, this company is well-equipped to help you achieve your financial goals.

For more information or to schedule an appointment, visit their website at celticfp.co.uk or contact them directly at 1352390121.

👍 Reviews of Celtic Financial Planning Ltd

Keith B.

5/5

I recently contacted Rob at Celtic Finance to provide some advice on consolidating my pensions into a single portfolio.

From the outset, he took the time to understand my financial goals, personal circumstances, and long-term ambitions.

His advice on pension planning and investment strategies has been of great value.

The service has always been professional, transparent, and tailored to my personal needs.

Highly recommended.

Charlotte W.

5/5

Excellent service. Very personable staff. Everything is clearly explained in layman's terms, without being patronising! It's easy to get an appointment when needed and Celtic has been extremely helpful with a number of issues. I highly recommend Celtic!

Nick M.

5/5

After many years of searching for a good financial advisor, Rob was recommended to me by a trusted friend. I have been given some innovative advice which has transformed my future retirement plans. I would not hesitate to recommend Celtic Financial Planning

Gary C.

5/5

The financial advice that I have received this year saved me a small fortune when the stock markets nose dived after Mr Trump announced his trade tariffs. Celtic Financial Services advised me to move my pension out of high risk US equities into a safe cash fund before Mr Trump took action. If I had not followed their advice I would have lost 20% of my pension fund value overnight! Thank you Celtic Financial Services.

Ieuan W.

5/5

They gave clear advice and also explained the pitfalls and their advice has been very good to date. My dealings with the staff at Celtic FP has been professional, courteous, informative with just the right amount of detail and documentation to back up any plan or investment. I cannot fault the team and would recomend them to anyone.

Jack T.

5/5

I contacted CFP for financial advice. Although I won't be using their services on this occasion, I wanted to leave review about the positive experience I had with Chris Lloyd who was knowledgeable, professional throughout our correspondances and offered impartial practical advice.

Patrick R.

5/5

I've never dealt with a financial planning business which conducts itself with such obvious professionalism and integrity. It's clear from the first meeting that I can put my trust in them..

Rick W.

5/5

I retired 3 years ago and wanted my lump sum to work & grow for us. Rob has been fabulous from the initial contact, to him and the team setting up appropriate ISA’s for us about 12 months later. Rob was very clear and explained everything in detail in a way we understood and gave us the confidence to work with Celtic Financial.Our investments are doing what we want of them and they are continuously reviewed which gives me confidence that our investments are in the right place. Thanks Rob and the team..