Celtic Financial Planning Ltd

🏉 Big news for Mold Rugby Club! 🏉 As proud supporters of Mold Rugby Club, we’re thrilled to have funded a brand-new digital scoreboard! As independent financial advisers, making the numbers work is what we do best—so this just made perfect sense! 💡📊 You'll spot the new scoreboard in action at the clubhouse—so next time you're visiting, be sure to check it out! 🏆👏 #MoldRugbyClub #CommunitySupport #CelticFinancial #ProudSponsors

We did it! Last night at the Mold Town Council Community Awards, Celtic Financial Planning was named Business of the Year! As a proud Mold-based firm, this means the world to us. It’s a huge achievement for our team, and we’re absolutely over the moon! A massive congratulations to all the other winners and nominees—hearing about the incredible work being done in our community was truly humbling. As the Mayor said, simply being in that room made us all winners. And of course, a heartfelt thank you to our amazing local community—your support makes everything we do possible. This one’s for you! 💚 #CommunitySpirit #MoldAwards #ThankYou

🔍 What Does ‘Fair Value’ Really Mean in Financial Planning? 🔍 At Celtic Financial Planning, we believe that true financial advice should be transparent, tailored, and provide real value to our clients. As a Chartered firm, we are committed to delivering high-quality, independent financial planning that aligns with your long-term goals. ✅ What We Offer: 📊 Smart investment strategies designed to grow & protect your wealth 💡 Cashflow planning to give clarity on your financial future 🏡 Retirement & estate planning to secure your family’s future 📈 Annual reviews ensuring your financial plan stays on track 🌍 ESG & ethical investment options aligning with your values Fair value isn’t just about cost—it’s about ensuring you get the best possible financial outcome for your future. 📩 Want to know more? Click the link to read our full Fair Value Statement ➡️ https://lnkd.in/epRFHtGK #FinancialPlanning #CharteredFinancialPlanners #IndependentAdvice #FairValue #InvestmentPlanning #RetirementPlanning

🔜 Exciting Event on the Horizon! 🎉 Next month, we are proud to be sponsoring the Pupil of the Year Award at the Leader Education Awards 2025! 🏆✨ These awards shine a well-deserved spotlight on the incredible professionals, teachers, and students making a real impact in their schools and communities. Supporting education and recognising young talent aligns perfectly with our values at Celtic Financial Planning, and we can’t wait to celebrate the achievements of the finalists. 📅 Event Date: Thursday 13th March 📍 Venue: The Village Hotel, St Davids Park, Deeside Stay tuned as we look forward to an inspiring evening! 👏 #LeaderEducationAwards #PupilOfTheYear #SupportingEducation #CelticFinancialPlanning

💖 Love & Financial Planning – The Perfect Match! 💖 This Valentine’s Day, let’s talk about long-term commitments – and not just the romantic kind! 😉 Financial planning, like love, is about trust, commitment, and building a future together. Here’s a little poem to celebrate: 💰 Roses are red, violets are blue, 📈 A well-planned future, is our gift to you! 💑 Love may be priceless, but let’s be sincere, 🏡 A strong financial plan brings security year after year! Whether you're planning for your future together, saving for a dream home, or securing a stress-free retirement, we're here to help you build a financially happy ever after. 📩 Get in touch for a free initial meeting! #ValentinesDay #FinancialPlanning #LoveAndMoney #IndependentAdvice ❤️💷

🌟 Exciting News! 🌟 We are delighted to share that Celtic Financial Planning has been nominated for Business of the Year and Community Project/Event at this year’s Mold Community Awards! 🎉 Giving back to our community has always been at the heart of what we do, so to be recognised in these categories means a lot to us. We’re looking forward to celebrating with all the amazing local businesses, organisations, and individuals making a difference in our town. Wishing the best of luck to all the nominees – see you on the evening of Feb 21st! 🍀🏆 #MoldCommunityAwards #ProudToBeNominated #CelticFinancial #CommunityMatters

📉 The Bank of England has cut interest rates to 4.50%! 📉 What does this mean for your savings? With rates falling, now is the perfect time to review your financial plan and ensure your money is working as hard as possible for you. 🔍 Are your savings still in the right place? 📈 Could better options be available? 💡 We can help you make informed decisions! 📩 Get in touch for a free initial review! #InterestRates #Savings #FinancialPlanning #IndependentAdvice #IFA

⭐ 100+ 5-Star Reviews | 400+ Families Supported ⭐ In a world of uncertainty, trust matters—and that's why over 400 families rely on us as their independent financial advisers to navigate life's biggest moments. From retirement planning to investments and life’s unexpected turns, we’re here to provide expert, transparent, and client-focused financial planning. 💡 Want your family to be part of our family? 📩 Get in touch today for a free initial meeting. #FinancialPlanning #TrustedAdvice #IndependentFinancialAdviser #IFA #WePutClientsFirst

💭 Worried About Running Out of Money in Retirement? You're Not Alone. A recent study by Oxford Risk revealed that 51% of over-55s are concerned about running out of money and confused about their retirement income options. Even more striking, 12% worry they may need to rely on their children for financial support. 📊 The research highlights: - 86% of over-55s believe additional income beyond the state pension is essential. - Yet, there’s “widespread confusion” about how to take retirement income effectively. 🛠️ Our Solution At Celtic Financial Planning, we provide personalised, independent advice to help you navigate these critical retirement decisions with confidence. 📅 Take the First Step If you’re feeling uncertain about your retirement plans, get in touch for a free initial review. Let us help you create a financial plan that ensures your savings work for you and provide peace of mind for the years ahead. 📧 Contact us today: hello@celticfp.co.uk Risk Warning: The value of investments can go down as well as up, and you may not get back the full amount invested. #RetirementPlanning #FinancialAdvice #IndependentFinancialAdvice #CelticFinancialPlanning #FinancialWellbeing

🎉 Celebrating 5 Years with Megan Oare! 🎉 This month, we’re thrilled to celebrate Megan Oare’s 5-year anniversary with Celtic Financial Planning! As our Practice Administrator, Megan is the friendly face and voice that many of our clients know and trust. Her warm welcome and exceptional service have been a cornerstone of our client experience over the years. Megan is not only a vital part of our team but also the longest-serving member outside of our founders – a true testament to her dedication and hard work. When she’s not in the office, Megan can usually be found embracing the outdoors, climbing mountains, or planning her next adventure. 🏔️✈️ Thank you, Megan, for all that you do – here’s to many more years with Celtic Financial! #TeamCeltic #Anniversary #ClientCare #WorkLifeBalance