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.
As outlined above, with interest rates falling to such low levels
this surely must be the time for everyone to review their
investments no matter whether they are small or large in size.
There are so many different type of investment strategies and
thus the reason we urge you to contact us for a free initial review
with an Independent Financial Advisor.
One telephone call could make such a difference to your returns
You will be under no obligation but at least you would know
exactly the position you are at.
It is your future, please take care of it!
You would get answers to the following : - and much more!
Is your money invested in accordance with your
attitude to risk.
Are you achieving the best returns.
What is the current charging structure.
Are you paying on going advisor fees.
What is your exposure to the stock market.
Extracts from July 31 2016 - The Mail on Sunday)
Call Us on...
T: 01792 681 005
‘The Old Bank’,
30 St. Teilo Street,