Financial advisor in Mold

“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.”

“We have recently used the services of UKI Financial Planning and had the privilege of being looked after by Steve. As first time buyers we were extremely nervous about the whole situation of buying our first home but Steve made everything feel so easy, guided us through the whole process, didn’t push us towards any decisions, was at hand at any time of the day any day of the week and gave the best advice to us for not just the purchasing process but for the rest of our time in our new home. We cannot recommend Steve enough and are extremely thankful for his professional advice, we will definitely be using him again whenever we may need to.”

“Marcus has been handling my finances for many years now and does an excellent job. Gives me good advice and makes sure he gets to the bottom of any issues he is presented with. I would recommend using his company as the service is second to none. Keep up the good work Marcus.”

“Angela and the staff are a godsend, I am new to the business world and Angela has done everything in her power to educate me in all things business. Angela is the sort of person who will tell you how it is in plain English and does not beat about the bush, just as I like it. Yes she will hold your hand and guide you through your business journey and grow with you but If you mess up she will tell you. If you are using one of the generic accountant services out there do yourself and your wallet a favour and give her a call. Could not recommend her enough.”

“I have been trying to seek some easy to understand pension advice for sometime, I dealt with Cassie and she answered my queries really quickly in a really easy to understand way, she has a wealth of knowledge, I would highly recommended Cassie and The Platt Partnership for any pension and financial advice!”

“Brilliant service. Quick to respond to every question and helped guide us through the whole process. Would highly recommend.”