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Celtic Financial Planning Ltd

Florence House, Bromfield Ln, Bromfield Industrial Estate, Mold CH7 1JW, United Kingdom

Celtic Financial Planning Ltd
Financial planner
5
90 reviews
8 comments
Orientation directions
5V68+9C Mold, United Kingdom
+44 1352 390121
celticfp.co.uk
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Monday: 9–17
Tuesday: 9–17
Wedneasday: 9–17
Thursday: 9–17
Friday: 9–17
Saturday: Close
Sunday: Close
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Roy Thomas
Roy Thomas108 days ago
What can I say about Rob and Celtic Financial staff as a whole. I have recently dealt with Rob in regards to pension investments and can I say what a wonderful person and company to deal with. Rob is very in tune with your needs. Very attentive and knowledgeable. Believe me, I’ve dealt with a number of IFA’s over the years and Rob beats them hands down. Always gets back to answer concerns promptly and efficiently. You will not be sorry if you get in touch with Celtic and use their services and I’m looking forward to a long and prosperous relationship.
Mark Amos
Mark Amos200 days ago
So glad I put my faith in Celtic financial. Rob and his team are a credit to themselves. As I knew very little about what I could do my pension pot and all the many different plans that were involved I can now relax knowing my hard earned money is in safe hands with this brilliant team of people.🏆🏆😉
Andrew Mills
Andrew Mills1 year ago
I can't fault Rob and his team in the straightforward, understandable advice that they gave. A very efficient service from start to finish.
Hayley Laidlaw-Wilson
Hayley Laidlaw-Wilson1 year ago
Personal yet super professional service so far. Really appreciate the time and listening that Rob and team have taken to understand our circumstances and dreams!
Linda Hopley
Linda Hopley1 year ago
Very positive experience.I would have no hesitation in recommending Celtic Financial and in particular Mr Jamie Hughes Financial adviser
Karen Turton
Karen Turton2 years ago
As the owner of a business that is growing and I have high aspirations for it is critical that I work with a financial partner who understands me and my goals. Rob and the team at Celtic Financial Planning have very quickly become a source of trusted advice and they are there whenever I need them - quick responses, practical advice and more than anything advice I need even when perhaps I would rather not hear it! Highly recommended and I feel fortunate to have them supporting my business adventure!
Sion Hughes
Sion Hughes2 years ago
I can't recommend enough the team at Celtic Financial Planning. Barbara recently helped us with a new mortgage to move to a bigger home with our growing family. Barbara is incredibly knowledgeable, friendly, honest and works tirelessly to get the best deal for the customer. This was our first time using an independent financial adviser rather than traditionally going through our building society, and I ask myself why we didn't do it sooner! Barbara was always available and happy to answer any questions (no matter how silly they were at times) always giving us all the information.

Thanks for all your hard work.
David Thomas
David Thomas2 years ago
We use Rob for our pensions and just recently Barbara for our mortgage. Customer service is above and beyond, combined with experienced, knowledgeable advice and quality financial products. I can unquestionably recommend them and Celtic Financial Planning. Thank you both for all your help. Amazing.
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