3 Best Financial Services in Mold

“Celtic Financial Planning Ltd. is a multi-award-winning financial planner in Mold. Robert Lewis is the independent financial planner of the firm. He has over 18 years of experience in financial services, including stockbroking, banking, and independent financial advice. The Celtic Financial Planning Ltd. team strives to build and maintain long-term relationships with clients by understanding individual needs, circumstances, and requirements. These are the first steps towards their clients achieving their financial goals and aspirations. Celtic Financial Planning's independent later-life financial specialists can provide helpful advice regarding mitigating the impact of care fees or providing provisions to meet the ongoing costs. They can help protect you, your family, and your business, including life and critical illness coverage and shareholder and private income protection. Based in the historic market town of Mold, their services extend across North Wales and beyond. Call them to arrange a free, no-obligation financial review.”

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“Clickery Financial Ltd. is one of the leading financial planners in Mold. The team is passionate about delivering approachable and consistent client service. They are a small team, enabling them to work closely on each case. Every team member knows your objectives and circumstances so they can deliver truly bespoke financial planning. They put their clients at the centre of everything they do. Every enquiry is different, and their service is tailored to meet individual needs and circumstances. They are passionate about empowering clients to make relevant and suitable decisions, always ensuring they help you cut through the jargon so that you can clearly understand your steps. You can be safe knowing you are receiving informed, independent advice. They understand that circumstances can change and will offer to monitor your advice so it is relevant now and in the future.”

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“Family Tree Wealth Management is a family-run financial planner in Mold. Marcus Platt is the principal of the firm. Family Tree Wealth Management is an expert in wealth management, but that doesn't mean money is all they care about. Their success is your success: they take the time to understand your situation and then draw on their expertise to design recommendations built around you and your needs, both now and in the future. Their approach is to put their clients firmly at the heart of everything. This enables them to run a genuinely client-focused business. They believe clients are different and ensure they understand their clients' personal or business objectives and deliver solutions that are right for them. They provide individual, face-to-face financial advice.”

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