North Wales-based Celtic Monetary Planning has recruited former AFH Wealth Administration Chartered Monetary Planner Chris Lloyd to increase the agency’s operations to the North West of England.
Celtic is predicated in Mildew, St Asaph, and London whereas Mr Lloyd is predicated within the Wirral.
Mr Lloyd, 43, has greater than 20 years expertise in finance, together with 15 years with AFH Wealth Administration. He mentioned he was attracted by the agency’s “private contact” and customer-faced ethos.
Mr Lloyd mentioned: “Celtic Monetary Planning has a popularity for placing the consumer first, for its place in the neighborhood and social values.
“given my expertise throughout Wirral, Cheshire and past – and their plans to increase their footprint within the North West – it was the right match.”
Celtic Monetary Planning now employs 11 individuals and has received a collection of accolades in recent times together with the Micro Agency Monetary Adviser of the 12 months title on the MoneyAge Awards.
Director Rob Lewis welcomed Mr Lewis’s experience, ”notably in pensions and retirement, excessive web price purchasers, moral investing, and wealth administration.”
He mentioned the arrival of Mr Lewis comes because the enterprise celebrates securing Chartered Company Standing, an emblem of technical competence which signifies a public dedication to skilled requirements.
He mentioned: “It has been a really busy and thrilling interval for us, and we’re already rising organically into different places UK-wide, so this was the pure subsequent step for us.”
He mentioned Celtic has loved a robust begin to 2024. In addition to a raft of latest purchasers it has bought all of the tickets to its upcoming charity occasion with Wales RFU coach Warren Gatland.
The Celtic Monetary Planning charity ball in support of Ty Gobaith Kids’s Hospice takes place at Deganwy Quay Lodge on 25 April.
