Celtic Financial Planning Ltd

02/06/2026

A lot can happen in a few months... 🚀

At Celtic Financial Planning, we've been busy taking some major steps forward:

✅ Launched our brand new website with the brilliant team at DesignWeb DMA Ltd

✅ Achieved B Corp Certification, reinforcing our commitment to being a force for good

✅ Published our first ESG Report, showcasing the impact we're making beyond financial planning, with thanks to Outwrite PR

✅ Final preparations for our Charity Ball on 19th June, supporting Alder Hey Children's Charity and North East Wales Mind

✅ Looking ahead to our Celtic Community Network Summer Social in July

None of this would be possible without the support of our clients, professional connections, team and wider community. Thank you for being part of the journey.

Our managing director, Robert Lewis, has recorded a short video reflecting on these milestones and sharing what's coming next. I'd love to hear your thoughts.

01/06/2026

Our Mold office is looking a little more colourful lately 🎨

We're delighted to be showcasing some beautiful artwork by Jo, a talented urban sketch artist based right here in North Wales. Jo captures everyday urban life with charm and character, and we're lucky enough to have some of her pieces on our walls.

Next time you're in the office, make sure you check them out!

👉 See more of Jo's work: https://joeibbrown.art

29/05/2026

We're thrilled to welcome Outwrite PR to the Celtic Charity Ball 💚

An award-winning PR and communications agency based right here in North Wales, helping businesses tell their stories and build meaningful relationships through powerful storytelling.

Thank you for being part of this 🙌

Alder Hey Children's Charity Fundraising and North East Wales Mind

28/05/2026

Let that sink in.

If you're self-employed, there's no employer nudging you towards a workplace pension. No auto-enrolment. No one matching your contributions. It's entirely on you, and that's exactly why so many people put it off.

But here's the reality: the tax relief on pension contributions is one of the most generous benefits available to you. And the earlier you start, the less heavy lifting your money has to do.

Being your own boss is brilliant. But it also means being your own HR department, your own finance team, and yes, your own pension provider.

If you're self-employed and you haven't sorted your pension yet, let's talk. No judgement. Just a proper conversation about where you are and where you want to be.

📩 Get in touch with the Celtic Financial Planning team.

27/05/2026

Retirement used to be a short chapter at the end of life. Now? It could last 30 or even 40 years.

That changes everything.

The old "set it and forget it" approach to pension planning simply doesn't work anymore. With rising costs, longer life expectancy, and increasing financial complexity, modern retirement planning needs to be flexible, sustainable, and built around your actual life - not just a retirement date.

In our latest blog, we explore:

✅ Why running out of money is now a bigger fear than death for many retirees
✅ The importance of long-term financial partnerships
✅ Why retirement planning isn't just about accumulating wealth - it's about preserving it
✅ The questions a good retirement plan should help you answer

Because retirement planning isn't about reaching a finish line. It's about making sure the next chapter is financially secure, flexible, and enjoyable for decades to come.

Read the full article here 👇
https://ow.ly/NKvQ50Z4ehl

This article is for information purposes only and does not constitute financial advice.

Retirement Planning Is No Longer About “Stopping Work” It’s About Building a Life That Lasts For years, retirement planning was sold as a finish line. Work hard. Pay off the mortgage. Build a pension. Retire at 65. Job done. But life doesn’t work like that anymore. People are living longer, ...

26/05/2026

And the winner is… 🥁

Congratulations Jane Jim Evans ! You're coming to the Celtic Charity Ball — and you're bringing a guest! See you there ❤️

A huge thank you to everyone who liked, commented, shared and tagged. The support for this event has been incredible.

22/05/2026

We're thrilled to welcome D C Wolfe Construction to the Celtic Charity Ball 💚

A local construction company doing great work across North Wales, and now supporting two incredible charities too.

Thank you for being part of this 🙌

Alder Hey Children's Charity Fundraising and North East Wales Mind

20/05/2026

That's a staggering number, and it raises some serious questions 🙋🏼

Are people making informed decisions? Do they understand the tax implications? Have they considered what that money needs to do for the next 20, 30, even 40 years?

Cashing in a pension might feel like the right move in the moment. But without proper advice, it can be one of the most expensive decisions you ever make.

If you're thinking about accessing your pension, or you already have and you're not sure what to do next, let's have a conversation.

No jargon. No pressure. Just clarity.

Get in touch with the Celtic Financial Planning team. 📞 01352 390 121

Celtic Financial Planning is authorised and regulated by the Financial Conduct Authority 809204.

[source: FCA]

19/05/2026

Today the team have been rolling up their sleeves and taking part in the Mold Town Council / Cyngor Tref yr Wyddgrug Spring Clean initiative 🧤🌍

So far, we’ve collected three large bags of litter, with more still coming in!

We’re proud to play our part in helping keep our local community clean, tidy and looking its best.

Small actions really do make a difference 💚