Celtic Financial Planning Ltd

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Reviews

1. Karen Reid ★★★★★

   Jamie at Celtic has been excellent. Always friendly and listens to what we need. Feel completely comfortable discussing all issues. Always good communication..

   almost 3 months ago
2. Jane Watkins ★★★★★

   Rob has restored our faith in financial services. The information and advice we have received has been crystal clear. We would not hesitate to recommend Celtic Financial to anyone looking for financial advice that you can trust.

   almost 3 months ago
3. Nicholas Griffiths ★★★★★

   I recently met with Robert at Celtic Financial Planning in Mold and was thoroughly impressed. From the start, Robert was welcoming, approachable, and easy to talk to, which immediately put me at ease. He took the time to truly understand my financial goals and gave thoughtful, tailored advice without any pressure. He explained everything clearly and patiently, making sure I was comfortable with each step before moving on. I can’t recommend Celtic Financial Planning highly enough. Thank you again to Robert and the team I really appreciate your help. Nick

   almost 6 months ago

1. Gary Capel ★★★★★

   The financial advice that I have received this year saved me a small fortune when the stock markets nose dived after Mr Trump announced his trade tariffs. Celtic Financial Services advised me to move my pension out of high risk US equities into a safe cash fund before Mr Trump took action. If I had not followed their advice I would have lost 20% of my pension fund value overnight! Thank you Celtic Financial Services.

   almost 7 months ago
2. Keith B ★★★★★

   I recently contacted Rob at Celtic Finance to provide some advice on consolidating my pensions into a single portfolio. From the outset, he took the time to understand my financial goals, personal circumstances, and long-term ambitions. His advice on pension planning and investment strategies has been of great value. The service has always been professional, transparent, and tailored to my personal needs. Highly recommended.

   almost 7 months ago
3. Patrick James ★★★★★

   Great financial planners who have taken care of my investment and pensions needs with skill and care. Would highly recommend, you can’t fault their service.

   almost 2 years ago

1. carl evans ★★★★★

   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.

   almost 2 years ago
2. Linda Hopley ★★★★★

   Very positive experience.I would have no hesitation in recommending Celtic Financial and in particular Mr Jamie Hughes Financial adviser

   almost 3 years ago
3. Karen Turton ★★★★★

   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!

   almost 3 years ago

1. Sion Hughes ★★★★★

   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.

   almost 4 years ago

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