Speciality:
“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.
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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.”
