Celtic Financial Planning Ltd
Celtic Financial Planning Ltd are award winning independent financial advisers and the most rated by reviews on Google in North Wales. We strive to build and maintain long-term relationships with our clients by understanding individual needs, circumstances and requirements. These are the first steps towards our clients achieving their financial goals and aspirations.
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 aim to deliver a clear plan to meet your goal(s) such as retiring 5 years earlier. You won't find sales targets and pinstripe suits here, just good, honest and friendly financial advice.
A further attribute is our connection with local trusted professionals in both accountancy and law. Our ability to work with them 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.