Flintshire financial advisory firm opens London office and expands team

A rising financial advisory firm is making a daring capital funding because it continues with enlargement plans.

Mold-based Celtic Financial Planning has unveiled new workplaces in Canary Wharf, London, and welcomed new team member Cleona Lira into the fold.

A chartered financial planner, Cleona has greater than a decade of expertise within the sector.

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

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With extra directors and advisors anticipated to affix within the months forward, his final goal is to achieve £100m in managed funds within the subsequent yr.

“Opening new workplaces in London and Cleona becoming a member of will definitely assist us attain the subsequent degree as a enterprise,” stated Rob.

Rob Lewis, Celtic Financial Planning

“She needed to accomplice with an unbiased firm having labored for bigger organisations, and for us the transfer strengthens our proposition, attracting purchasers in a large number of various sectors.

“Cleona can even sit on our quarterly funding committee and be a giant a part of our strategic decision-making sooner or later.”

Rob stated traits in financial recommendation have modified because the onset of the Covid-19 pandemic, with clients historically choosing giant, multinational companies turning to smaller, unbiased organisations providing a extra private, hands-on service.

“There is a rise in demand, now we have seen it extra and extra during the last yr,” he stated.

“Big metropolis purchasers need transparency; we’re aggressive, and shopper centered but in addition have that really feel of a household enterprise, and extra individuals need that.

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“They are shifting away from the stuffy, pin-striped, faceless companies that should not have their finest pursuits at coronary heart.”

Rob added: “We are a contemporary, dynamic and trustworthy observe utilizing expertise and tailoring a service to their wants fairly than being gross sales pushed.

“As Celtic Financial Planning grows, we could have extra funds below administration and the goal is to achieve £100m within the subsequent 12 months, in addition to taking over three or 4 new workers in North Wales and London.

“That might be a giant milestone for us and is achievable, particularly now Cleona is on-board and serving to us to lift the bar as soon as once more.”

Celtic Financial Planning has loved a robust begin to 2021, successful purchasers from throughout the UK and finishing the takeover of the financial advisory arm of Widnes-based Halton Insurance Services, a transfer that introduced an extra £20m of funds and as much as 100 clients below their administration.

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They additionally give again to the neighborhood as a part of the North Wales Social platform and are the driving power behind the Celtic Community Network, bringing businesspeople collectively to share finest observe, recommendation, and steering, whereas selling one another’s providers.

“I’m excited to be part of Celtic Financial Planning as their dedication to providing sustainable investing aligns properly with my very own,” Cleona stated.

“Their processes and assist methods are actually environment friendly with a deal with utilizing expertise to offer healthful financial planning, releasing up the adviser to spend time on productive actions round financial planning that add actual worth.”

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