Celtic Wealth Management

Why Choose Celtic Wealth Management
Pensions
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Mortgages
Insurances
Wills & Trusts
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Financial Surgeries
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Why choose chartered? The title Chartered is considered to be the “gold standard” qualification for professional Financial Advisors and is granted by the Chartered Insurance Institute. The qualification is viewed as the equivalent to obtaining a first-class honours Bachelor’s Degree. Only 10% of financial advisors operating in the UK actually hold this title as in order to gain Chartered status, the individual must pass 14 separate exams about various aspects of the finance industry along with a   mandatory 5 years of professional experience within the industry.
This scarcity has caused Chartered Financial Advisors to be in high demand. We are keen to meet potential new clients. If you believe our services can help you or maybe a business partner, a relative or even a friend, why not introduce us? Any new business introduced and written – the introducer will receive a £25 gift voucher.
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Update: 16 01 2017
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Celtic Wealth Management is the trading name of Celtic Wealth Management & Financial Planning Ltd. Celtic Wealth Management and Financial Planning Limited have put together a group of specialists who we work closely with and are leaders in their field in order to offer our clients the best products on the market. All regulated advice in relation to Pensions and Investments is given by Darren Reynolds, Chartered Financial Planner or his qualified advisors of Active Wealth (UK) Ltd, which is regulated by the Financial Conduct Authority. Whilst every effort has been made to ensure that articles are correct, Celtic Wealth Management and Financial Planning Limited can't take any responsibility for its content and readers are advised to check their validity for themselves. Celtic Wealth Management and Financial Planning Limited and its divisions are not liable for any financial product purchased or financial advice provided through a third party Financial Advisor, Mortgage Advisor or Will Writer. Neither Celtic Wealth Management and Financial Planning Limited or any of its divisions are regulated by the Financial Conduct Authority and as such do not offer advice.
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Call Us on... T: 01792 681 005
The companies we work with have access to the                          whole of the mortgage market. They are able to search                   both High Street and specialist lenders and only those                    who meet your criteria are considered. Products can be              offered that are only available through professional broker networks. The Will Writers and Estate planners have a legal              department with over 15 years’ experience in Will Writing and Estate Planning. We work with consultants who will visit you in your home or workplace at your convenience. When referred to an advisor we ensure they can offer you advice at every step of your life’s journey. You will receive qualified, professional advice and details of the products will be explained in plain language. We ensure that information can be provided in written form for your consideration if you wish. Our client base is continually growing on a personal and corporate level due to referrals from satisfied clients.                                      Please take some time to browser our website and if you require more information or assistance, please call our office on 01792 681 005.                           
Competition As a business that is growing rapidly we also know  the importance of looking after our existing clients. As a small token of our appreciation we are introducing a monthly draw for our very much valued clients. Watch out for the winner in our monthly newsletter!
Celtic Wealth Management 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 offer include:
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‘The Old Bank’, 30 St. Teilo Street, Pontarddulais SA4 8SZ
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