Celtic Financial Planning Ltd
Christopher Lloyd is a Chartered Financial Planner with extensive experience in the financial services sector. Currently employed at Celtic Financial Planning Ltd since February 2024, Christopher focuses on understanding clients' goals to create comprehensive financial plans that secure their future and protect loved ones. Prior experience includes serving as a Chartered Financial Planner at AFH Wealth Management from April 2009 to November 2023, where Christopher provided independent financial advice and assistance in planning for significant life events. Earlier roles as an Independent Financial Adviser at Applewood Wealth Management and a Financial Consultant at NFU Mutual further solidified Christopher's expertise in the field. Christopher holds a Bachelor of Science degree in Business Information Systems from the University of Wales, NEWI, earned between 1998 and 2001.
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Celtic Financial Planning Ltd
Celtic Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority (FCA). Celtic Financial are Multi-Award-Winning Chartered Independent Financial Advisers that strive to build and maintain long-term relationships with our clients by understanding individual needs, circumstances and requirements. These are the first steps towards our clients achieving their financial goals and aspirations. Based in the historic Market Town of Mold, our services extend across North Wales and beyond. We want to challenge others by providing a service led goals based financial planning solution for our clients. Instead of getting bogged down in jargon such as SIPPS and Wrappers, we deliver a plan to meet your goal(s) such as retiring 5 years earlier. You won’t find sales targets and pinstripe suits at Celtic, just good, honest and friendly financial advice.