About Anglo-Celtic Financial Consultants Ltd

We look after over 1200 clients with varying financial advice needs, from homebuyers and property owners seeking new or improved mortgage facilities, savers building capital and investors looking to achieve a good rate of return, and those planning the most efficient use of their capital and pension funds to provide them with an income in retirement. Throughout life, protection arrangements are important, and whether securing ongoing income, protecting the family or a loan in the event of a death or critical illness, our job is to identify the most appropriate solution, and ensure the correct trust is used where appropriate.

We also assist business owners with their financial planning needs and are active in helping them meet their auto-enrolment obligations with our workplace pension consultation service.

 

What we do

We look after over 1200 clients between us with varying financial advice needs, from homebuyers and property owners seeking new or improved mortgage facilities, savers building capital to investors looking to achieve a good rate of return, and those planning the most efficient use of their capital and pension funds to provide them with an income in retirement. Throughout life, protection arrangements are important, and whether securing ongoing income, protecting the family or a loan in the event of a death or critical illness. Our job is to identify the most appropriate solution, and ensure the correct trust is used where appropriate.

We also assist business owners with their financial planning needs and are active in helping them meet their auto-enrolment obligations with our workplace pension consultation service.

Who does it

Our five advisors have a “wealth” of experience with a combined total of more than 150 years in the financial services industry and are of course appropriately qualified in their respective advice areas.

Our advisers are backed up by a strong support team comprising four full time and two part time staff, carrying out paraplanning, administrative and compliance support roles.

Where we do it

We are happy to meet at one of our three offices or can arrange a home visit if required.

What Do Our Customers Say?

Matt explains everything in simple terms, is professional and approachable at all times, and more importantly is someone i can trust.

I would certainly recommend Matt to anyone looking for financial advice in the future, and I look forward to working with him in the future

Ami JonesDirector - aible Ltd

To Roger and all staff at Anglo-Celtic

Thanks for all your help and support – couldn’t have done it without you!

SharonHouse Buyer

I just wanted to tell you how pleased I was with the way in which you handled the recent review of my personal pensions. In addition to making the changes that I requested you also made some further suggestions that should significantly enhance those pensions when i do eventually retire.

I would certainly have no hesitation in recommending you to any client or potential client whenever they mention a need for financial services.

John Thomas FCCATax Assist Accountants