Member Article

Financial planners celebrate top award and recruitment ahead of new office opening

AWARD-WINNING financial planners will continue with expansion and open their third office due to a surge in client demand and new staff.

Mold and London-based Celtic Financial Planning is identifying locations in north west Wales – Conwy, Gwynedd and Anglesey – given the growth of their customer base in those areas.

The latest recruit to join the firm is Jamie Hughes, who has spent more than 13 years in the sector.

A chartered financial adviser, Jamie – who lives in Prestatyn with wife Alex and sons Lucas and Dylan – is looking forward to being part of a burgeoning business with sustainability and community at its core.

“I have seen the way the company operates and its sense of place and culture, which really appealed to me,” said the Bangor University graduate.

“They have plans to grow further and I’m excited to be a part of that, it’s refreshing to be joining an organisation which is fresh and dynamic, which is not always the case in what can be a very corporate industry.

“I’m looking forward to getting started and delighted I can play a part in the firm’s continued long-term success.”

Celtic Financial Planning director Rob Lewis is looking at different locations and confident they will be even better placed to serve their clients in the west as they target £100m in managed funds from this year onwards having last week won the Micro Firm Financial Adviser of the Year title for 2022 at the illustrious MoneyAge Awards.

“We already have offices in Mold and London, so the natural next step given the amount of business we now have in that area - and with Jamie joining our diverse, principled team - is to have a presence there,” said Rob.

“The team and I are very passionate about North Wales and delivering sound financial advice across the region, so to have Jamie on board and be able to deliver an even better service to new and existing clients is heartening.

“There are a lot of opportunities for us to do even more along the coast and into those rural areas and we will be looking to capitalise on that in the coming months.”

He added: “We do have clients travel to us from as far away as Anglesey and Caernarfon, but we want to make life easier for them, and the long-term aim will be for Jamie – an experienced and talented financial adviser – to be based there.

“We now have 12 staff, which demonstrates the commitment we have to our fantastic, loyal clients, and that will only increase in the years ahead.”

This was posted in Bdaily's Members' News section by Martin James Williams .