Celtic Financial Planning Ltd

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Celtic Financial Planning Ltd Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Celtic Financial Planning Ltd, Financial planner, Florence House, Mold (Yr Wyddgrug).

Trusted Chartered Financial Planners providing independent advice, multi award winning and proud to be a Certified B Corporation, based in North Wales helping clients plan for their financial future with confidence.

One of the biggest myths in our profession is that financial planning is only for millionaires.It isn't.In reality, the ...
14/10/2026

One of the biggest myths in our profession is that financial planning is only for millionaires.

It isn't.

In reality, the people who benefit most are often those asking questions like:

✅ Am I saving enough for retirement?
✅ Can I afford to help my children financially?
✅ Am I making the most of my pension?
✅ What happens to my family if something happens to me?
✅ Could I retire earlier than I think?

Financial planning isn't about how much money you have.

It's about making sure the money you do have is working as hard as possible for the life you want to live.

At Celtic Financial Planning, we believe good advice should create clarity, confidence and direction, whether you're building wealth, protecting it, or planning for the future.

The real question isn't:

"Am I wealthy enough for financial planning?"

It's:

"How much could better planning improve my future?"

That's the headline from new research released around World Financial Planning Day.Even more striking: only 23% are like...
12/10/2026

That's the headline from new research released around World Financial Planning Day.

Even more striking: only 23% are likely to reach a moderate standard of living in retirement - not comfortable, just moderate.

And then there's the £26 billion. That's how much is estimated to be sitting in lost or forgotten pension pots across the UK.

These numbers aren't meant to alarm you. But they are a reminder that retirement doesn't just happen - it takes planning.

The good news? Getting clarity doesn't have to be complicated.

Three questions worth asking yourself:

Do you know where all your pensions are?
Do you know what they're worth today?
Are you on track for the retirement you actually want?

If you're not sure about any of these, our free pension tracker can help. It's a simple way to bring everything together in one place, so you can see where you stand and what (if anything) needs to change.

https://www.celticfp.co.uk/retirement-checker.html

Sometimes the hardest part is just getting started. This is a good place to begin.

We've just renewed our Cyber Essentials and Cyber Essentials Plus certifications ✅You might not think about cyber securi...
09/10/2026

We've just renewed our Cyber Essentials and Cyber Essentials Plus certifications ✅

You might not think about cyber security when you think about financial planning, but we do.

When you work with us, you share personal details about your finances, your family and your plans for the future. We take protecting that information seriously.

Cyber Essentials is a UK government-backed certification that shows we meet key standards for defending against cyber threats. Cyber Essentials Plus goes further - our systems are independently tested to make sure the protections actually work.

It's one of the less visible ways we look after our clients. But it matters.

Budget season is here, and so are the headlines.The Autumn Budget takes place on 28 October 2026. You've probably alread...
07/10/2026

Budget season is here, and so are the headlines.

The Autumn Budget takes place on 28 October 2026. You've probably already seen stories about pension tax relief being cut, inheritance tax going up, and changes to ISAs.

But what's actually true? What's already been announced? And what's just speculation?

We've written a plain-English guide to help you separate fact from rumour, and think about what (if anything) you should do before Budget day.

Spoiler: rushing to make big financial decisions based on a headline is rarely a good idea.

Read the full breakdown here: https://www.celticfp.co.uk/autumn-budget-2026-predictions/

Thinking about selling your business one day? The real question isn't "what's it worth?" - it's "will that be enough?"We...
05/10/2026

Thinking about selling your business one day? The real question isn't "what's it worth?" - it's "will that be enough?"

We help owners work out the target number, plan the sale tax-efficiently and create a plan for life after the deal.

Find out more: https://www.celticfp.co.uk/business-owners/

Nearly half of all pension withdrawals last year were taken at a rate of 8% or higher.That level might be fine if you ha...
02/10/2026

Nearly half of all pension withdrawals last year were taken at a rate of 8% or higher.

That level might be fine if you have other income, but for many, it risks running out of money too soon.

The freedom to access your pension is valuable. But it works best with a proper plan.

Celtic Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority (FCA no. 809204).
[source: Financial Planning Today]

We are delighted to be one of the headline sponsors once again for this years Mold's Novemberfest - make sure you have t...
30/09/2026

We are delighted to be one of the headline sponsors once again for this years Mold's Novemberfest - make sure you have the date in the diary!

Another great event for the Mold community.

Totally Mold Mold Town Council / Cyngor Tref yr Wyddgrug

Straightforward advice. No hard sell. Just good financial planning.[Google Review September 2026]
30/09/2026

Straightforward advice. No hard sell. Just good financial planning.
[Google Review September 2026]

28/09/2026

See our Retirement Readiness Checker in action! 👀

👉 Try it now: https://lnkd.in/e9SjpqkT No jargon, no obligation, and nothing you enter is stored or seen by us. It runs entirely on your device.

This tool provides general information, not financial advice. The value of investments can go down as well as up and you may get back less than you invest. Celtic Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority (FCA no. 809204). The FCA does not regulate tax planning or cashflow planning.

Address

Florence House
Mold
CH71JW

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+441352390121

Website

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