Celtic Wealth Management
Wills & Trusts
Share Holder & Key Person Cover
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
Any new business introduced and written – the
introducer will receive a £25 gift voucher.
c 2015 Celtic Wealth Management & Financial Planning Ltd.
We are here to help…
Update: 16 01 2017
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.
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
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
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.
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:
‘The Old Bank’,
30 St. Teilo Street,