Celtic Financial Planning are multi award winning independent financial advisers known for our community and social conscious. We provide honest and transparent financial advice, where we treat our clients like family, so you know we are putting your interests first and not our own. We are the most rated by reviews on Google in North Wales. We strive to build and maintain long-term relationships with our clients by understanding individual needs, circumstances and requirements. These are the first steps towards our clients achieving their financial goals and aspirations.
You won’t find sales targets and pinstripe suits here, just good, honest and friendly financial advice. We want to challenge others by providing a service-led goals-based financial planning solution for our clients. Instead of getting bogged down in jargon such as SIPPS and Wrappers, we aim to deliver a clear plan to meet your goal(s) such as retiring 5 years earlier.
A further attribute is our connection with local trusted professionals in both accountancy and law. We are now sponsors of the Cheshire & North Wales Law Society. Our ability to work with them to help create the right tax structure for your investment portfolio is crucial in helping you achieve your financial goals. We believe this combined approach to planning provides an in-depth holistic solution that rewards our clients with the best possible service.
Robert Lewis is the Co-Founder of Celtic Financial Planning Ltd, Independent Financial Advisers based in Mold. Rob has been working in financial services for over 15 years, having started in the mortgage industry before moving into stockbroking and then financial planning. Rob specialises in later life financial planning including care fee planning, he is also a Trustee of Newcis – the largest carers support charity in Wales.
About Celtic Financial Planning
Robert Lewis – Independent Financial Advisor