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
The services provided in our Financial Surgeries include:
c 2015 Celtic Wealth Management & Financial Planning Ltd.
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,