New Canary Wharf base for Welsh financial planner in move to boost funds and team

A Welsh financial planning firm has announced that it is opening new offices in London as it plans to expand its team.

Celtic Financial Planning, based in Mold, has revealed its new offices in Canary Wharf after growing its team from three staff to 10.

The company plans to further expand its headcount over the coming months, with roles expected to be created for new administrators and advisors, and new chartered financial planner Cleona Lira.

It is also aiming to reach £100m in managed funds in the next year.

Rob Lewis, director of Celtic Financial Planning, commented: “There is an increase in demand, we have seen it more and more over the last year.

“Big city clients want transparency; we are competitive, and client focused but also have that feel of a family business, and more people want that.

“They are moving away from the stuffy, pin-striped, faceless corporations that do not have their best interests at heart.”

“We are a modern, dynamic and honest practice using technology and tailoring a service to their needs rather than being sales driven.

“As Celtic Financial Planning grows, we will have more funds under management and the target is to reach £100m in the next 12 months, as well as taking on three or four new staff in North Wales and London.

“That will be a big milestone for us and is achievable, especially now Cleona is on-board and helping us to raise the bar once again.”

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