North Wales financial firm opens new London base and aims for £100m

GROWING financial advisory firm makes bold capital investment while pursuing expansion plans.
Mold-based Celtic Financial Planning has unveiled new offices in Canary Wharf, London, and welcomed award-winning Cleona Lira into the fold.

A Certified Financial Planner, Cleona has over a decade of industry experience and is excited to join us.

“I am delighted to be part of Celtic Financial Planning as their commitment to delivering sustainable investing aligns well with mine,” she said.

“Their processes and support systems are really efficient and focus on using technology to deliver sound financial planning, freeing up the advisor to spend time on productive activities around financial planning that add value real.”

Director Rob Lewis, who has seen Celtic Financial Planning grow from three to 10 staff since 2018, has welcomed Cleona to the team.

With more trustees and advisers expected to join in the coming months, his ultimate goal is to reach £100million in funds under management next year.

“Opening new offices in London and having Cleona join will definitely help us take it to the next level as a business,” said Rob.

“She wanted to partner with an independent firm that has worked for larger organisations, and for us this decision strengthens our proposition, attracting clients from a multitude of different industries.

“Cleona will also sit on our quarterly investment committee and play an important role in our strategic decision-making going forward.”

Rob said trends in financial advice have changed since the onset of the Covid-19 pandemic, with clients traditionally opting for large multinational companies turning to smaller, independent organizations offering a more personal and convenient service.

“There’s an increase in demand, we’ve seen that more and more over the last year,” he said.

“Customers in big cities want transparency; we’re competitive and customer-focused, but we also feel like a family business, and more people want that.

“They are moving away from stuffy, striped, faceless societies that don’t have their best interests at heart.”

Rob added: “We are a modern, dynamic and honest firm using technology and adapting a service to their needs rather than being sales driven.

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

“It will be a big step for us and it is achievable, especially now that Cleona is on board and helping us raise the bar once again.”

Celtic Financial Planning had a strong start to 2021, winning clients across the UK and completing the takeover of the financial advisory arm of Widnes-based Halton Insurance Services, a move which brought in £20m sterling and up to 100 clients under their management.

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