Finance firm leads carer campaign by funding Christmas for three hard-hit families
THOUGHTFUL financial planners have stepped into Christmas with a kind-hearted campaign. The team at award-winning Celtic Financial Planning – based in Mold, St Asaph, and London – will be generously supporting three families by donating hundreds of pounds worth of vouchers to pay for a selection of products and gifts this holiday season. In partnership…
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Celtic Financial Planning targets North West expansion with new hires and client growth
AN ESTEEMED financial planning business is targeting the North West after further growth in past months. Celtic Financial Planning, based in Mold, St Asaph, and London, has enjoyed a strong start to 2024. In addition to a raft of new clients and having sold all the tickets to its upcoming charity event with Wales RFU…
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Celtic Financial Planning welcome new staff and secure sponsorship deal with rugby club
A PROMINENT financial planning firm at the heart of a North Wales community has thrown its support behind a successful grassroots rugby club. Celtic Financial Planning is the new sponsor of Mold RFC’s youth development squad, which is made up of two age grades (U18 and U17) and focused on preparing players for the senior…
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Celtic Financial Planning celebrates top award and recruitment ahead of new office opening
AWARD-WINNING financial planners will continue with expansion and open their third office due to a surge in client demand and new staff. Mold and London-based Celtic Financial Planning is identifying locations in north west Wales – Conwy, Gwynedd and Anglesey – given the growth of their customer base in those areas. The latest recruit to…
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Awards success for Mold businesses as town centre continues to thrive
MOLD businesses are celebrating success in a series of national award ceremonies. Organisations have enjoyed a prosperous year with a glut of nominations in a wide range of industry competitions. And there is the opportunity to achieve even more this Spring as voting is open for this year’s Mold Community Awards, which acknowledge the outstanding…
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City expansion for Celtic Financial Planning as client growth continues
A THRIVING financial planning business centred on ethical investment and sustainability has expanded its London operation. Mold-based Celtic Financial Planning won new clients and increased its capital management portfolio throughout the Covid-19 pandemic. And now the award-winning organisation – led by director Rob Lewis – has added a talented chartered financial planner to their team…
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Cleona joins award-winning Celtic Financial Planning as new London office is unveiled
A GROWING financial advisory firm is making a bold capital investment as it continues with expansion plans. Mold-based Celtic Financial Planning has unveiled new offices in Canary Wharf, London, and welcomed award-winning Cleona Lira into the fold. A chartered financial planner, Cleona has more than a decade’s experience in the sector and is delighted to…
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Jobs boost and North West takeover give finance firm positive start to 2021
A TRUSTED financial advisory firm is expanding into the North West and looking to grow its workforce following a successful acquisition. In less than three years, Celtic Financial Planning has gone from three to nine staff delivering independent financial advice on a wide range of themes, from mortgages and insurance to pensions and investment strategies….
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