We are very proud to be multi-award-winning Chartered Independent Financial Advisers (IFAs) based in North Wales with a regional hub in London, our latest achievements include “Top 100 in the UK” – of Financial Planners at the 10th annual Citywire New Model Adviser awards, “Financial Adviser of the Year” at the Money Age awards 2023 and “Financial Adviser of the Year” at the Growth Investor Awards 2023. Our award-winning pedigree started with “New Business of the Year 2019” at the North Wales Young Business Awards held at Bangor University.
Celtic Financial are not tied to any insurance company, bank or other financial institution – meaning we are truly independent and unbiased. We work for you, our clients, putting your objectives at the heart of what we do.