Celtic Financial

Celtic Financial is a chartered financial planning firm that provides independent advice on financial services including pensions, mortgages, and investments. They focus on ethical investments and corporate responsibility.
  • Mortgages
  • Equity Release
  • Estate Planning
  • Care Fee Planning
  • Employee Benefits
  • Seminars & Workshops
  • Pensions & Retirement
  • Savings & Investments

Size
Small
Phone
N/A
Email
N/A
Locations
101A Bowen Ct, LL17 0JE
01745299321
9:00 - 17:30
Florence House, Bromfield Ln, CH7 1JW
01352390121
9:00 - 17:30
Spaces, 25 Cabot Square, E14 4QA
02080503256
9:00 - 17:30
Digital Popularity
Social Media
Competitors
The Chester Partnership
The Chester Partnership is a financial planning firm dedicated to providing comprehensive financial advice tailored to individual needs.
Charles James Financial Planning
We are an established, family run business with over 30 years’ experience delivering quality, friendly and efficient advice to clients from all walks of life.
Finli
Finli is a financial planning and wealth management business dedicated to providing personalised financial advice to clients across the UK.
Company Details
Celtic Financial is operated by Celtic Financial Planning Ltd and is a Active company incorporated on 27 April 2018 with the registered office located in Mold, Clwyd. Celtic Financial Planning Ltd was registered 7 years ago.

Status
Active
Size
Micro
Directors
4
Age
7 years old
Employees
7
Turnover
Unreported
Total Assets
£171.04K
Cash in Bank
£84.33K
Total Liabilities
-£62.39K

Director • British • Lives in UK • Born in Jun 1987
Director • Director • Financial Adviser • British • Lives in UK • Born in Jan 1962
Mr Robert George Lewis
PSC • British • Lives in UK • Born in Jun 1987
Teams
All
8
Finance
7
Other
1
Director & Independent Financial Advisor • Joined Nov 2018
Director And Independent Financial Adviser • Joined Nov 2018
Chartered Financial Planner • Joined Feb 2024
Paraplanner • Joined Nov 2018
Employee
Trainee Paraplanner • Joined Jan 2023
Independent Mortgage And Protection Adviser • Joined Mar 2023
Chartered Financial Planner • Joined Oct 2022
Director & Independent Financial Advisor • Joined Nov 2018
Director And Independent Financial Adviser • Joined Nov 2018
Chartered Financial Planner • Joined Feb 2024
Paraplanner • Joined Nov 2018
Trainee Paraplanner • Joined Jan 2023
Independent Mortgage And Protection Adviser • Joined Mar 2023
Chartered Financial Planner • Joined Oct 2022
Employee