Celtic Financial Planning Ltd jobs and careers
Mold, United Kingdom
About Celtic Financial Planning Ltd
Celtic Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority (FCA). Celtic Financial are Multi-Award-Winning Chartered Independent Financial Advisers that strive to build and maintain long-term relationships with our clients by understanding individual needs, circumstances and requirements. These are the first steps towards our clients achieving their financial goals and aspirations. Based in the historic Market Town of Mold, our services extend across North Wales and beyond. We want to challenge others by providing a service led goals based financial planning solution for our clients. Instead of getting bogged down in jargon such as SIPPS and Wrappers, we deliver a plan to meet your goal(s) such as retiring 5 years earlier. You won’t find sales targets and pinstripe suits at Celtic, just good, honest and friendly financial advice.
- Employees
- 11 to 50
- Headquarters
- Mold
Leadership
The top of Celtic Financial Planning Ltd's org chart, with how many people report into each leader.
Robert Lewis
Co-founder & Independent Financial Advisor
5 reports
Nykki Dale
Director And Independent Financial Adviser
4 reports
Jobs at Celtic Financial Planning Ltd
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