Celtic Financial Planning acquires Widnes-based advice firm
'Family feel'
Rob Lewis: We always wanted to do things differently, to be a breath of fresh air in this industry with a more digital, technological approach."
Celtic Financial Planning has boosted its presence in the North West by acquiring Widnes-based advice firm Halton Insurance Services for an undisclosed fee.
The acquisition has added £20m of funds under management and nearly 100 clients to Celtic FP, which is led by director Rob Lewis (pictured) and Nigel Dale, has clients across the UK from London to the...
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