Celtic Financial Planning Ltd
122 Reviews
- Friday9.00 am–5.30 pm
- SaturdayClosed
- SundayClosed
- MondayClosed
- TuesdayClosed
- WednesdayClosed
- ThursdayClosed
About the Business
Celtic Financial Planning Ltd | IFA Independent Financial Advisers Mold | Celtic Financial are IFAs independent financial advisers based in Mold, North Wales. Socially Responsible advisers for pensions, investments and mortgages.
Contacts
Website
Call Us
+441352390121
Florence House, Bromfield Ln, Bromfield Industrial Estate, Mold CH7 1JW
Hours
- Friday9.00 am–5.30 pm
- SaturdayClosed
- SundayClosed
- MondayClosed
- TuesdayClosed
- WednesdayClosed
- ThursdayClosed
Features
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
- LGBTQ+ friendly
- Wheelchair-accessible car park
- Wheelchair-accessible seating
- Appointment required
- Toilets
- Gender-neutral toilets
- On-site services
- Online appointments
Recommended Reviews
lightweight sw
13.03.2024
Celtic Financial Planning Ltd
From the very start, clear and informing. Was extremely responsive and provided all the necessary information to my queries. My first experience with a mortgage adviser and it was perfect, would use again without hesitation.
R G
19.02.2024
Celtic Financial Planning Ltd
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.
carl evans
09.02.2024
Celtic Financial Planning Ltd
I have been a client of CFP for several years now and have always found Rob very helpful in ensuring that I get the best possible return from my investments. He explains everything in a way that I can easily understand and is always available if I have any questions or concerns. Their charges are reasonable and it 'pays for itself'. I would recommend them to anyone needing independent financial advice.
Evelyn Aindow
18.01.2024
Celtic Financial Planning Ltd
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!
Chris Tinsley
15.01.2024
Celtic Financial Planning Ltd
Great service, really helpful and easy to communicate with.All issues and queries that came up during our sale and purchase were dealt with smoothly and swiftly each time.Would happily recommend to anyone looking for this service.
Caroline Sanger-Davies
07.01.2024
Celtic Financial Planning Ltd
I have nothing but confidence in this team - they have handled my pension moves so smoothly. Happy to recommend.
Steve Potter
20.12.2023
Celtic Financial Planning Ltd
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.
Sian Littlewood
20.12.2023
Celtic Financial Planning Ltd
I am truly grateful for all the help and support Sammy & Team have provided me whilst purchasing my first home. Nothing was a trouble or too much for them, they kept myself informed throughout the whole process and helped me through the most stressful parts. I personally recommend them to everyone!
Louis Davies
19.12.2023
Celtic Financial Planning Ltd
All of the staff were really friendly!Sam helped me to set up a pension which is invested in things I am passionate about.Highly recommend
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Florence House, Bromfield Ln, Bromfield Industrial Estate, Mold CH7 1JW
Celtic Financial Planning Ltd