Celtic Financial Planning sets up London office and makes Chartered hire
North Wales and Canary Wharf
Cleona Lira: Celtic FP s commitment to offering sustainable investing aligns well with my own.
North Wales firm Celtic Financial Planning has set up a London base with new offices in Canary Wharf and hired Chartered adviser Cleona Lira to head up the operation.
The Mold-based firm added it would continue to bolster employee numbers over the coming months with additional adviser and paraplanner hires. Lira has more than 10 years of experience in financial.
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A TRUSTED financial advisory firm is expanding into the North West and looking to grow its workforce following a successful acquisition. In less than three years, Celtic Financial Planning has gone from three to nine staff delivering independent financial advice on a wide range of themes, from mortgages and insurance to pensions and investment strategies. Led by directors Rob Lewis and Nigel Dale, the multi award-winning Mold company serves North Wales but has clients across the UK, from London to the Isle of Arran. And in past weeks they have completed the takeover of the financial advisory arm of Widnes-based Halton Insurance Services, a move that will bring a further £20m of funds and up to 100 customers under their management.