Celtic Wealth Management

Why Choose Celtic Wealth Management
Auto Enrolment
Wills & Trusts
Share Holder & Key Person Cover
Financial Surgeries
Site Map: Design: TDA 2015 Ensuring the services you require are discreet and personal, tailored to fit your circumstances ”  ”
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 an introducers fee.
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Update: 11 01 2018
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. 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 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 browse 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.     With a range of services, we have a product suitable for        everyone, be that an individual or a business.    The services we offer include:
Home Auto Enrolment Pensions Business Protection Wills & Trusts SSAS What is SSAS Borrowing cash from your SSAS SSAS Key Benefits SSAS example Life & Critical Illness Insurance Mortgages Accident, Illness & Unemployment Cover Auto Enrolment Booklet Financial Surgeries Careers Contact Us Our Cookie Policy
‘The Old Bank’, 30 St. Teilo Street, Pontarddulais SA4 8SZ