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BEST RATED MOLD, UK FINANCIAL SERVICES

3 Best Financial Services in Mold, UK

Expert-recommended Top 3 Financial Services in Mold, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

Celtic Financial Planning Ltd.
Celtic Financial Planning Ltd.
Celtic Financial Planning Ltd.
Mold financial services Celtic Financial Planning Ltd. video
4+ YEARS IN TBR
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CELTIC FINANCIAL PLANNING LTD.

(4.9 Score)
Florence House, Bromfield Lane, Mold CH7 1JW, UK Directions

Since 2018

Speciality:

✓ Ethical Investments ✓ Savings and Investments ✓ Pensions and Retirement ✓ Mortgages ✓ Equity Release ✓ Care Fee Planning ✓ Estate Planning ✓ Seminars and Workshops

“Celtic Financial Planning Ltd. is a multi-award-winning firm that provides friendly, honest and approachable financial advice at home or in their offices. 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. You can call them to arrange a free initial meeting.

2025 Update: They are Chartered Independent Financial Advisers (IFAs) based in North Wales with a regional hub in London. They consider all the viable options across the whole of the marketplace to find the best solution for you. They provide a client-centred approach and holistic financial planning. They also provide transparency, integrity and personalised service.”

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Registration 11333705

Contact:

01352 390 121

Mon-Fri: 9am - 5:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Clickery Financial Ltd.
Clickery Financial Ltd.
Mold financial services Clickery Financial Ltd. video
4+ YEARS IN TBR
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CLICKERY FINANCIAL LTD.

(4.8 Score)
PO BOX 220, Mold CH7 9EQ, UK Directions

Since 2015

Speciality:

✓ Savings and Investments ✓ Pensions and Divorce ✓ Your Options at Retirement ✓ Pensions ✓ Protection ✓ Inheritance Tax ✓ Life Protection Options ✓ Business Protection ✓ Income Protection Options ✓ Investing and Risk ✓ Pension Simplification ✓ Personal and Stakeholder Pensions

“Clickery Financial Ltd. 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.

2025 Update: Alex is a Chartered Financial Planner and a Director of Clickery Financial Ltd. Claudia is their Managing Director. They are expert financial planners, offering bespoke financial advice to individuals and businesses across North Wales, the North West and beyond.”

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Registration 9567017

Contact:

01352 382402

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Heritage Financial Planning Ltd
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HERITAGE FINANCIAL PLANNING LTD

(4.8 Score)
1 Heritage Square, Treuddyn, Mold CH7 4PD, UK Directions

Speciality:

✓ Financial Advice ✓ Pensions and Retirement ✓ Savings and Investments ✓ Inheritance Tax Planning ✓ Equity Release Advice ✓ Understanding the Teachers' Pension-Seminars and Webinars ✓ Business Owner Advice ✓ First Time Buyers ✓ Remortgages ✓ Mortgages for Teachers ✓ Mortgages for Dentists ✓ Mortgages for Contractors

“2025 Update: Heritage Financial Planning Ltd is a family-run firm of independent financial advisers who have been helping families protect their wealth for over 20 years. They are very proud of their Independence and their two directors, Alex Norman-Jones and George Middlehurst, are Chartered Wealth Managers and Chartered Financial Planners respectively, which are the gold standard in qualifications among the financial planning profession. With offices in Liverpool and Manchester, they serve clients from across the North West. They help clients create, grow and protect their money through retirement planning, Investment Management and tax planning. They can also assist you with all of your lending needs, whether you are a first-time buyer or have rental properties. They aim to simplify the financial challenges you face by creating and protecting your wealth for you and your loved ones.”

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Registration 11438462

Contact:

01352 770 845

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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CELTIC FINANCIAL PLANNING LTD. REVIEWS

Ratings via ThreeBestRated
5/5
Customer Reviews
Value for Money
100%
Expertise
100%
Timeliness
100%
Communication
100%
Professionalism
100%

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.

Found myself suddenly being made redundant at the age of 58. What a shock that was !! Luckily I had saved hard with my pensions whilst employed. Sam at Celtic Finance helped me move my pensions to another pension provider and basically split it into two separate pensions, one to see me through the next few years to the official state retirement age of 67 ( so I am now retired at the age of 59 ) and one to run parallel with the official state pension in the future. Sam at Celtic was a pleasure to work with being both friendly and professional through the whole process and I would like to wish him all the best in his future endeavours.

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.

Found CFP to be extremely knowledgable and very helpful. They understood my situation and moved things along speedily but not to the detriment of the service they were providing me. Wholeheartedly recommend Rob and the team. - David H Reply

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CLICKERY FINANCIAL LTD. REVIEWS

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.

We have used Clickery Financial since they started and couldn't be happier with the service. Alex explains everything really well and has helped us with many different financial decisions along the way including life policies, pensions and savings. After every visit from Alex we feel confident that our money is doing the best it can for what we want to achieve. Highly recommended.

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.

HERITAGE FINANCIAL PLANNING LTD REVIEWS

Can’t recommend George at Heritage Financial Planning highly enough! He helped me secure a quite complicated mortgage on an apartment last year, and his expertise, patience, and dedication made the whole process so much smoother. He took the time to explain everything clearly, navigated any challenges with ease, and always kept me updated. I really appreciated his professionalism and attention to detail, and I wouldn’t hesitate to use his services again in the future. If you need a knowledgeable and reliable financial advisor, George is the one to go to.

Heritage Financial Planning has been excellent to work with, very clear with all financial aspects and notifying me if any changes are expected which will cost or save me money. They are also very responsive and a pleasure to deal with. I would highly recommend them to friends in the future.

Alex has managed our pensions and investments for several years now since retiring. We have been happy with the investment returns and service. We trust him entirely, find him very pleasant to deal with and wouldn’t hesitate to recommend him to others. Ben & Jo

TBR® Inspection Score Report

CELTIC FINANCIAL PLANNING LTD. Total Inspection Points: 117/120
Business Hours: 9
Contact Info: 9
Review Analysis: 9
Acknowledgements: 10
Business Images: 10
Complete Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Standard: 10

TBR® Inspection Score Report

CLICKERY FINANCIAL LTD. Total Inspection Points: 115/120
Business Hours: 9
Complete Info: 9
Contact Info: 9
Review Analysis: 9
Reviews Study: 9
Acknowledgements: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

HERITAGE FINANCIAL PLANNING LTD Total Inspection Points: 114/120
Business Hours: 9
Complete Info: 9
Contact Info: 9
Current Evaluation: 9
Review Analysis: 9
Reviews Study: 9
Acknowledgements: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10
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