North Wales firm Celtic Financial Planning has set up a London base with new offices in Canary Wharf and hired Chartered adviser Cleona Lira to head up the operation.
The Mold-based firm added it would continue to bolster employee numbers over the coming months with additional adviser and paraplanner hires. Lira has more than 10 years of experience in financial advice. She said: "I am excited to be a part of Celtic Financial Planning as their commitment to offering sustainable investing aligns well with my own. "Their processes and support systems are really efficient with a focus on using technology to provide wholesome financial planning, freeing up the adviser to spend time on productive activities around financial planning that add real value....
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