Celtic Financial Planning Ltd - Mold

Address: Florence House, Bromfield Ln, Mold CH7 1JW, United Kingdom.
Phone: 1352390121.
Website: celticfp.co.uk.
Specialties: Financial planner, Financial consultant, Investment service, Mortgage broker, Pension office.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible seating, Wheelchair-accessible entrance, Wheelchair-accessible parking lot, Wheelchair-accessible washroom, Gender-neutral washroom, Washroom, LGBTQ+ friendly, Appointment required.
Opinions: This company has 124 reviews on Google My Business.
Average opinion: 5/5.

Location of Celtic Financial Planning Ltd

1352390121

Celtic Financial Planning Ltd, located at Florence House, Bromfield Ln, Mold CH7 1JW, United Kingdom, is a financial planning firm that offers a range of services. With a phone number of 1352390121 and website of celticfp.co.uk, the company specializes in financial planning, financial consulting, investment services, mortgage brokering, and pension office services.

One of the key features of Celtic Financial Planning Ltd is the convenience it offers to its clients. The company provides online appointments, onsite services, wheelchair-accessible seating, a wheelchair-accessible entrance, wheelchair-accessible parking, and a wheelchair-accessible washroom. Additionally, the company has a gender-neutral washroom, and is LGBTQ+ friendly. An appointment is required to visit the office.

Celtic Financial Planning Ltd has received positive reviews from its clients, with a total of 124 reviews on Google My Business and an average rating of 5/5. This is a testament to the high-quality services and customer service provided by the company.

If you are looking for a financial planning firm that can help you with your investment, mortgage, or pension needs, Celtic Financial Planning Ltd is an excellent choice. With its convenient location, accessible facilities, and positive client reviews, you can trust that you will receive top-notch service from this firm.

Reviews of Celtic Financial Planning Ltd

Rick Walters

5/5

I retired 3 years ago and wanted my lump sum to work & grow for us. Rob has been fabulous from the initial contact, to him and the team setting up appropriate ISA’s for us about 12 months later. Rob was very clear and explained everything in detail in a way we understood and gave us the confidence to work with Celtic Financial.Our investments are doing what we want of them and they are continuously reviewed which gives me confidence that our investments are in the right place. Thanks Rob and the team..

Ian Parry

5/5

We always receive a quality professional service as and when required from Rob and the team.
Wouldn’t hesitate to recommend.

Helen Kendrick

5/5

Very helpful, explained everything in a clear way, we were made to feel very welcome even during the covid pandemic. Rob was very fair and honest. Thank you

Steve Potter

5/5

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.

Evelyn Aindow

5/5

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!

Sarah Sears-Black

5/5

These advisers have taken all the hassle out of managing my pension, I am delighted to be able to recommend them. Chris Lloyd has been my adviser for many years and we have built a trust that is difficult to find everywhere these days.

Kim Barnes

5/5

Sammy-Jo was fantastic, told us everything we needed to provide before she could start her research. When she started, we received regular updates. Sammy-Jo is really professional and friendly. We wouldn't hesitate to recommend her services or use her again.

Sion Hughes

5/5

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.