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Celtic Wealth have assisted me with transferring my                 final salary pension into a SIPP giving me a lot more flexibility and control over my pension and retirement. I'm also looking to use them for assistance in setting up a trust and estate planning. I am extremely happy with the service they have provided and I will be referring family and friends to them. Phillip Sanders Aberdare

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c  2015 Celtic Wealth Management & Financial Planning Ltd.
Update: 16 01 2017
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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.
A highly professional service provided to my family, work colleagues and myself. Highly recommended. Peter Sharpe BSc Hons.

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Having worked with the staff of Celtic Wealth Management for many years Castell Howell Foods is delighted to have their services. I would not hesitate in recommending them to other businesses.
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‘The Old Bank’, 30 St. Teilo Street, Pontarddulais SA4 8SZ
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