Celtic Financial Planning Ltd. is a well-awarded independent financial adviser located in the historic market town of Mold. They offer sincere and transparent financial advice, aiming to establish enduring relationships with clients by understanding individual needs and circumstances. The team at Celtic Financial Planning delivers friendly, honest, and approachable financial advice either at home or in their offices. With a strong reputation, they take pride in assisting clients in achieving various goals, from purchasing their first home to facilitating earlier retirement. Celtic Financial Planning's independent specialists in later-life finances provide valuable advice on managing care fees and ensuring ongoing provisions. They offer protection for you, your family, and your business, including life and critical illness cover, shareholder protection, and private income protection.
UNIQUE FACTS:
• Free No Obligation Meeting.
3 Best Financial Services in Mold, UK
Expert recommended Top 3 Financial Services in Mold, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
CELTIC FINANCIAL PLANNING LTD. REVIEWS
I was looking to reinvest a current pension that wasn’t working very well for me and Celtic financial was recommended to me. I had to make a big decision and felt quite apprehensive during my initial meeting, however during that meeting Rob covered off all the questions I had and I felt very comfortable leaving the meeting after several weeks, I moved my pension to Celtic financial. The transfer was hassle free, Rob and his staff were always available to answer any questions I had and were answered quickly. I received great service and I am very happy I made the switch. Thank you Celtic financial. Highly recommended. Steve Potter.
I would definitely recommend Rob and his team at Celtic Financial Planning! We have found them to be very knowledgeable, good communicators, transparent and totally professional. In a world where jargon can be commonplace, Rob uses language that is understood by his clients and that is so important when making important decisions. I truly feel that Rob and his team have our very best interests at the heart of what they do for us and I’m sure this will be the same for everyone else also!
Highly recommend Sammy. After failing to get the required mortgage offers from other mortgage broker beyond our expectations. A professional from head to toe, she is very knowladgable in her field which along side her hard work and dedication lead to delivering the job. I would recommend her without a doubt to friends,family or whoever wants to achieve a mortgage offer. She will be our go to mortgage advicer from now onwards. The way she works makes it an easy going process with all her back up along the way. Thank you Sammy now we are ready to pack and move to our dream home.
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Clickery Financial Ltd. is a seasoned financial planner that provides tailored, Chartered advice to individuals and businesses in North Wales and beyond. Working on behalf of clients, they secure customized financial solutions, including pensions, investments, and protection, taking into account personal values, goals, and objectives. The Clickery Financial team regularly aids clients in safeguarding their families, achieving investment goals, securing income, planning for retirement, saving on taxes, or protecting their businesses. Committed to delivering friendly and consistent service, they offer practical and pertinent advice to help clients meet their financial objectives. Throughout your interactions, you'll become familiar with their team, as there's no dealing with call centres or receptions.
UNIQUE FACTS:
• Team Member Is Familiar With Your Objectives And Circumstances.
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Working Hours:
Sat & Sun: Closed
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CLICKERY FINANCIAL LTD. REVIEWS
We would highly recommend Clickery Financial for any of your finance needs. Alex and Claudia are only ever a message away to help us with any of our questions, they know our circumstances inside out, and are extremely trustworthy. We've used Clickery's services for the past three years, and as a young family the help the team provide now should see us well into our future. I've already recommended them to the rest of my family who also now use Clickery!
I've been guided through the intricacies of reconnecting with, reviewing and organising my pensions with professionalism and patience. Advice has been straightforward and realistic – all questions and blank looks have been met with logical answers and sound advice. Would've contacted Clickery Financial years ago if I'd known how easy it would be and how accessible and supportive their team are. Thank you!
Alex and the team have been looking after some aspect of my finances for the last 5 years and I can’t express my gratitude enough. Very professional and friendly team, easy to talk to and will always look for whatever is best for you. Very recommendable! And a pleasure to deal with. Keep the good work!!!
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Family Tree Wealth Management is a family-operated business in North Wales that specializes in looking after you and your loved ones. Their approach is centered on placing clients firmly at the core of everything they do. Specializing in providing high-quality advice on various aspects of wealth management, they work with you to help achieve your financial goals. Family Tree Wealth Management excels in wealth management and financial planning in Mold. They take pride in cultivating long-term relationships with clients. The retirement planning advice and services from Family Tree Wealth Management provide the assistance needed to maximize retirement opportunities. They can offer advice that aids in creating the right investment strategy based on your circumstances.
UNIQUE FACTS:
• Specialises In Taking Care Of You And Your Loved Ones.
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Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
FAMILY TREE WEALTH MANAGEMENT REVIEWS
I am not wealthy but needed good independent advice on my pensions, mortgage etc and these were so fair. They were non judgemental and patient with me.
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