About Anglo-Celtic Financial Consultants Ltd

Established in 1996 Anglo-Celtic Financial Consultants has grown from a partnership to become a limited company in 2006.

We have remained based in the Newport/ Cwmbran area but have clients all over the UK and some abroad.

 

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 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 full time and 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.

We are also able to have virtual meetings via phone, skype, zoom etc

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
Anglo-Celtic Financial Consultants Ltd.
5.0
Based on 13 reviews
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Marc Crackers
Marc Crackers
2022-01-26T22:00:23+0000
Thank you all, especially Claire for you're hard work & patience over the last year or so. Difficult times to say the... least but you helped us no end & we'll have no hesitation in using you again in the future.read more
Obed Samson
Obed Samson
2021-10-02T04:58:23+0000
Knowing Olivia Carlos has been a blessing to Me, my family and friends, there's no disputing the fact that she is the... best account manager ever. I just made another withdrawal few moments ago, it was so great this is really an opportunity knowing you wow friends I can't be so selfish enough to enjoy this blessing alone you can always contact her directly so she can help you too. She is ready to show you how you can trade and make profit, I'm a living testimony I invested $1000 and I got my profit today after 5 days trade I made a withdrawal of $13,600 as my profit in return wow I'm so happy believe me friends it works 100%. try her and see the blessing. contact her todayEmail: oliviacarlos134@gmail.comWhatsApp: +14105754276read more
Michael Fitzgerald
Michael Fitzgerald
2021-03-27T13:54:03+0000
Highly recommended, very professional and helped us get our home with minimal fuss, 10/10!
Laura Elisabeth
Laura Elisabeth
2019-11-13T07:28:15+0000
We have been with Anglo-Celtic since they helped us move into our first home together two years ago, and recently our... remortgage. They have been exceptional in their service, professionalism, and customer support. They supported us every step of the way, nothing was too much trouble, they have been honest and straightforward in their approach and I don’t know how we would have coped without them. We couldn’t be more thankful to them and recommend them to everyone we can. Thank you Anglo Celtic, Zoey, and Roger. 🤗read more
Anthony Cook
Anthony Cook
2019-10-27T10:19:25+0000
Roger and his team were not only amazingly knowledgeable about the market, but also invaluable in securing a mortgage. ... Self Employed folk don't always get the right answers from banks etc, but the help from Roger and in particular Zoey enabled us to find a product and lender that suited us.Look forward to using these guys again in 5 years!read more
Victoria Morris
Victoria Morris
2019-09-05T05:46:38+0000
I can’t recommend Roger and Zoey at Anglo Celtic enough. Very knowledgeable and will always hunt out and recommend the... best deal. Very friendly, efficient team!read more
Alex Parry
Alex Parry
2019-08-26T16:46:06+0000
We used Anglo Celtic two years ago to take out our first mortgage on our first home together, we have now renewed for... another 5 years! Thank you so much to Roger and Zoey for all your help and advice, cant recommend you both enough!read more
Benjamin Watts
Benjamin Watts
2019-05-15T09:30:47+0000
My wife and I cannot fault any aspect of Anglo-Celtic's service. We had cause for numerous meetings with Roger and his... patience and knowledge were faultless on each and every occasion.We bought a new property and switched to a 'Let to Buy' on our former home. We were also expertly advised on the relevant and necessary Insurances to safeguard our investments for our, and our daughter's, future.I would gladly recommend Roger and Anglo-Celtic to anyone seeking professional financial consultancy services.When we couldn't be any more impressed with Roger - his colleague Zoey raised the bar again. Her professionalism, persistence and friendly nature made the completion of the process a pleasure.Please utilise Anglo-Celtic Financial Consultants - you will get world class service with a 'family business' work ethic.Thank you allread more
Kay Haines
Kay Haines
2019-05-02T10:11:26+0000
Highly recommend roger at anglo has helped us with our pensions, life insurance, re mortgage and also purchasing... another property. Can not fault the service we have received. All the staff are absolutely amazing especially Roger! 5 star serviceread more
Aled Jones
Aled Jones
2019-05-01T22:53:19+0000
I have used Anglo-Celtic since first buying my house, and have used them for every mortgage deal since! Can not thank... Roger, Zoey and all the team enough for there help! Always a quick reply by email or phone, and always ready to help with anything I need advice on! Worth every penny to get the best advice possible. Can’t see me using anyone else in the future, when I have a trusted relationship with a great firm! Thanks to all at Anglo-Celtic!!read more
Joanne Davies
Joanne Davies
2019-04-28T12:37:04+0000
We always go to Roger for any financial advice. He's helped with our mortgage, investments and insurances. Zoey and the... rest of the team are so approachable and offer great support when you need it. Would definatley recommend!read more
Andrew Jenkins
Andrew Jenkins
2019-04-10T22:17:29+0000
i used anglo-celtic for remortgaging ,buying a second house ,life insurance and house insurance. Roger, Zoey and the... team made all this as easy as possible and we had a very personal service. very nice people and would highly recommend. I've recommended a few people and they are also happy with the service that they have provided for them as well. thankyou Anglo Celtic .read more
Huw Stedman
Huw Stedman
2019-04-08T14:40:53+0000
Roger and Jo at Anglo Celtic helped with our two remortgages.Nothing was ever too much and made the process so easy... for us.Thank youread more
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Anglo-Celtic Financial Consultants Ltd