Free Initial Meeting
Celtic Connect members offer all new clients a free no obligation initial meeting to better understand your goals and needs.
Celtic Connect members offer a safe environment to discuss your goals, we have no sales targets or pressured meetings.
Celtic Connect members avoid using jargon and prefer plain english. This helps to ensure our clients understand our recommendations.
When it comes to referring clients to other Celtic Connect members we dont make money from introductions.
We always put the interests of our clients first, our only motivation is to give good, clear and meaningful advice.
Celtic Connect members have a corporate social responsibility mandate, which covers a number of key policies.
Would you like to speak to one of our members? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the appropriate data protection requirements. You agree that such personal information may be used to provide you with details of services and products initially by phone.