Financial Surgeries

Here at Celtic Wealth Management we offer Financial Surgeries with dedicated members of our team. The surgeries can be arranged to suit your business and your employees and will give you and your employees the chance to outline what your financial objectives are. Following the Surgery, we can then arrange for you and your staff to be contacted by the relevant adviser from our team of specialists in order to review and assist you with anything you wish. Financial Surgeries can be arranged for a time of day such as break times, or we can arrange to be there throughout the day, in order to not disrupt the running of your business. Any calls made to your employees will be made outside their working hours. We understand that financial difficulties and anxieties can affect us all, and sometimes impact our work. Holding a Financial Surgery in your Workplace will not affect the running of your business on the day, and assisting you and your employees will have a positive effect on your business long term. Financial decisions should not be taken lightly and we do not always have enough time outside our working hours to research the best options out there. Likewise, a lot of us put off things like making a Will or putting insurance in place, because we simply do not have the time. Why not let someone else take the stress and hassle away? All reviews are free and no obligation. Celtic Wealth Management have put together a group of specialists and financial advisors who we work closely with. They are leaders in
their field and ensure clients are offered the best products on the market.
Free Pension Reviews and Pension Tracing Mortgage Advice and Protection Life and Critical Illness Cover Accident, Illness and Unemployment Cover Private Medical Insurance Wills, trusts and Estate Planning Business Wills and Estate Planning Keyman Cover & Shareholder Protection Insurance SSAS – Small Self-Administered Scheme Investments
The services provided in our Financial Surgeries include:
MEMBER
c  2015 Celtic Wealth Management & Financial Planning Ltd.
Update:23 10 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 Old Bank’, 30 St. Teilo Street, Pontarddulais SA4 8SZ