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UK financial planner acquires advice firm

Deal adds £20m of funds under management to the business


North Wales-based Celtic Financial Planning has acquired the financial advisory arm of Widnes-based Halton Insurance Services for an undisclosed sum.

The deal brings a further £20m ($27.3m, €22.5m) of funds and up to 100 customers under their management.

Rob Lewis, director of Celtic Financial Planning, said: “We always wanted to do things differently, to be a breath of fresh air in this industry with a more digital, technological approach.

“We have done that, but also retained our core beliefs, which is in treating clients the way they deserve to be treated, with honesty and transparency, as if they were a part of the family.

“With the exciting acquisition of what is a reputable, established firm in the North West, we are recruiting for two new members of staff and will look to hopefully add two more later in the year.”

In less than three years, Celtic Financial Planning has increased its staff numbers to nine from three, as it delivers independent financial advice on a wide range of themes, from mortgages and insurance to pensions and investment strategies.

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