Robert Lewis

Independent Financial Adviser, Celtic Financial Planning Ltd

Robert has been in financial services for the last 14 years, he has worked in a number of roles from Stockbroking to now working as an Independent Financial Adviser. Robert is also a Trustee of Newcis, the largest careers support charity in Wales, based in Mold.

Rob helped found Celtic Financial Planning Ltd who are Authorised and Regulated by the Financial Conduct Authority (FCA). Celtic Financial strive to build and maintain long-term relationships with our clients by understanding individual needs, circumstances and requirements. These are the first steps towards our clients achieving their financial goals and aspirations. Based in the historic Market Town of Mold, our services extend across North Wales and beyond.

We want to challenge others by providing a service led goals based financial planning solution for our clients. Instead of getting bogged down in jargon such as SIPPS and Wrappers, we deliver a plan to meet your goal(s) such as retiring 5 years earlier. You wont find sales targets and pinstripe suits at Celtic, just good, honest and friendly financial advice.

When to contact Rob?

  • Want a free second opinion on any of your financial planning
  • Want to review your retirement plans
  • Looking to purchase your first or next home
  • Want to see if you could save money on your mortgage costs
  • Concerned you and your family are protected in the event of illness or death
  • Want to avoid paying excess amounts of inheritance tax
  • Concerned about the impact of care fees
  • Want to release equity from your home