Celtic Financial Planning Ltd - Mold

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Celtic Financial Planning Ltd: A Comprehensive Overview

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For individuals and families seeking expert guidance in navigating the complexities of personal finance, Celtic Financial Planning Ltd stands as a reputable and dedicated provider. Located at Address: Florence House, Bromfield Ln, Mold CH7 1JW, United Kingdom, and reachable at Phone: 1352390121, Celtic Financial Planning offers a holistic approach to financial management, catering to a diverse range of needs. Their website, Website: celticfp.co.uk, serves as a valuable resource for prospective clients, providing detailed information about their services and team.

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Specializations and Services

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Celtic Financial Planning Ltd specializes in a comprehensive suite of financial services designed to empower clients to achieve their long-term goals. Their core competencies include:

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• Financial Planner: They provide tailored financial plans encompassing budgeting, saving strategies, and wealth accumulation.

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• Financial Consultant: Offering expert advice on a wide array of financial matters, they assist clients in making informed decisions.

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• Investment Service: With a focus on prudent investment strategies, they help clients grow their wealth while managing risk effectively.

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• Mortgage Broker: Simplifying the often-complex process of securing a mortgage, they assist clients in finding the most suitable loan options.

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• Pension Office: Providing guidance on pension planning, retirement income strategies, and navigating the complexities of pension schemes.

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The company’s commitment to client satisfaction is evident in their dedication to providing personalized services and ongoing support. They prioritize understanding each client's individual circumstances, goals, and risk tolerance to develop strategies that align perfectly with their needs.

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Accessibility and Facilities

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Celtic Financial Planning Ltd is committed to creating a welcoming and accessible environment for all clients. The office facilities are designed with inclusivity in mind, featuring:

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• Wheelchair-Accessible Car Park: Ensuring convenient access for clients using mobility aids.

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• Wheelchair-Accessible Entrance: Providing a smooth transition into the office.

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• Wheelchair-Accessible Seating: Offering comfortable seating options for all clients.

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• Wheelchair-Accessible Toilet: Maintaining readily available facilities for clients with mobility needs.

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• Gender-Neutral Toilets: Promoting inclusivity and providing options for all individuals.

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• Toilet: Standard restroom facilities are available.

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• LGBTQ+ Friendly: Celtic Financial Planning Ltd fosters a welcoming and respectful environment for all clients, regardless of their sexual orientation or gender identity.

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Furthermore, the company offers Online Appointments, providing flexibility and convenience for clients who prefer virtual consultations. They also provide On-site Services for those who require face-to-face meetings. Appointments are Appointment Required, and highly recommended to ensure dedicated attention and comprehensive planning.

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Client Feedback and Reputation

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Celtic Financial Planning Ltd has garnered positive feedback from its clients, as evidenced by the numerous reviews available on Google My Business. Currently, the company boasts 127 reviews on Google My Business, with an Average opinion: 5/5. This exceptional rating reflects the company’s dedication to providing high-quality service, expert advice, and a client-centric approach. Clients consistently praise the team’s professionalism, knowledge, and ability to build trust. The strong online reviews demonstrate the company’s commitment to exceeding client expectations.

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Key Information & Recommendations

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Here’s a summary of key information for potential clients:

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Category	Description
Location	Florence House, Bromfield Ln, Mold CH7 1JW, United Kingdom
Phone	1352390121
Website	http://www.celticfp.co.uk/
Specialties	Financial Planning, Financial Consulting, Investment Services, Mortgage Brokering, Pension Administration

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Celtic Financial Planning Ltd is a valuable resource for anyone seeking expert financial guidance. Their commitment to accessibility, client satisfaction, and a comprehensive service offering makes them a trusted partner in achieving financial security and reaching long-term goals. We recommend scheduling an Appointment to discuss your specific needs and explore how their services can benefit you.

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"summary": "Celtic Financial Planning Ltd is a reputable UK-based firm offering comprehensive financial services including planning, investment, and mortgage advice, consistently receiving excellent client reviews and prioritizing accessibility for all.",
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