you agree that such personal information may be used to provide you with details of services and products initially by phone. we want to challenge others by providing a service-led goals-based financial planning solution for our clients. our ability to work with them to help create the proper tax structure for your investment portfolio is crucial in helping you achieve your financial goals. from first time buyers to those looking to build a property portfolio, we have over 50 years’ experience of the mortgage market.
from starting your first personal pension to painting a realistic picture of your retirement using the latest in cash flow modelling, our experts can help you plan for the future. we can help you weigh up the best way to release equity from your home to supplement your retirement income, or meet your other goals and objectives. we are delighted to welcome victoria nabarro to the celtic financial team. celtic financial is a trading style of celtic financial planning ltd which is authorised and regulated by the financial conduct authority (fca) 809204. the guidance and/or advice contained within this website is subject to uk regulatory review and is therefore restricted to consumers based in the uk. to contact the financial ombudsman service please visit www.financial-ombudsman.org.uk please note all calls made to celtic financial will be recorded.
in an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. celtic financial services, llc, is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. to create a life-long relationship to assist clients in meeting their financial and life goals through superior customer service, education, and preparation for life’s expected and unexpected challenges. if you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. the information in this material is not intended as tax or legal advice.
some of this material was developed and produced by fmg suite to provide information on a topic that may be of interest. the opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. as of january 1, 2020 the california consumer privacy act (ccpa) suggests the following link as an extra measure to safeguard your data: do not sell my personal information. aic and aas are not affiliated with celtic financial services, llc or any other entity mentioned herein. products and services are limited to residents of states where the representative is registered. as with any security, request a prospectus from your representative. representatives of aic and aas do not provide tax or legal advice.
celtic financial are ifas independent financial advisers based in mold, north wales. socially responsible advisers for pensions, investments and mortgages. celtic financial services, llc, is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. who are celtic financial? we are multi-award-winning independent financial advisers known for our community and social consciousness based in north wales with a, financial advisor jobs, financial advisor jobs.
see photos, profile pictures and albums from celtic financial planning ltd. celtic financial are multi-award-winning independent financial advisers & mortgage advisers based in mold, north wales. we help clients save money, make money at celtic wealth management group, we believe in providing financial planning that empowers our clients to make educated financial decisions., . what are the 7 areas of financial planning? which bank is best for financial planning? is a cfp a good career? what is the highest qualification for a financial advisor?
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