Celtic Wealth Management & Financial Planning

Celtic Wealth Management & Financial Planning work closely with a group of specialists who are leaders in their field, including Financial Advisers, Mortgage Advisers, Financial Brokers, Professional Will and Estate Planning Writers and Pension Providers. We strive to ensure our clients are offered the best products on the market.

We pride ourselves on the fact that through our professionalism and dedication, we have received Welsh Government funding in order to assist the community with the services we provide. With a range of services, we have a product suitable for everyone, be that an individual or a business.

The services we provide include:
- Pensions
- Workplace Pensions (Auto Enrolment)
- Mortgages
- Insurances
- Wills & Trusts
- Shareholder & Key Person Cover
- Financial Surgeries
- Invesetments