Celtic Financial Planning Ltd
Robert Lewis is a seasoned financial professional with extensive experience in independent financial advising and governance. As Co-founder and Independent Financial Advisor at Celtic Financial Planning Ltd since November 2018, Robert emphasizes long-term client relationships to help achieve financial goals. Additionally, Robert serves as a North Wales Net Zero Ambassador, advocating for sustainability in the region. Other notable roles include School Governor at Mold Alun High School, Director at Fincate, Co-Founder of North Wales Social, and various leadership positions at Carer Ventures Ltd and NEWCIS. Robert's foundation in financial services includes significant operational roles at Heritage Financial Solutions Ltd and Close Brothers Asset Management, complemented by continuous education from the Chartered Insurance Institute and The Chartered Institute for Securities & Investment.
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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.