The Celtic Financial Team

our team

  • Robert Lewis

    Independent Financial Adviser

    With over 15 years of experience in financial services from stockbroking, banking and independent...

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  • Ella Catherall

    Operations

    Ella joined financial services following her degree in economics and accounting, since then she...

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  • Sammy-Jo Peace

    Independent Mortgage Adviser

    Sammy joins us as an independent mortgage and protection adviser, with a background in financial...

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  • Chris Lloyd

    Independent Financial Adviser

    Chris, hailing from North Wales and currently residing in Heswall on the Wirral, brings over 15...

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  • Jamie Hughes

    Independent Financial Adviser

    Jamie lives in Prestatyn and has been a financial adviser for over 12 years, he also holds the chartered...

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  • Nykki Dale

    Independent Financial Adviser

    With over 25 years of experience in financial services from insurance to independent financial advice,...

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  • Bethan Jones

    Operations

    Bethan has circa 20 years experience in financial services. An experienced paraplanner, qualified...

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  • Taryn Robinson

    Operations

    Taryn Robinson is a dedicated Mortgage Administrator who is the newest member of our growing team....

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  • Beth Andrews

    Operations

    Beth joins us as a trainee paraplanner from a background in management accounts. Beth started in...

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  • Megan Oare

    Operations

    Megan joins us from a driver hire business in Chester where over the last few years she's been assisting...

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  • Mike Fry

    Business Consultant

    With over 35 years of experience in financial services from insurance to independent financial advice,...

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  • Adam Southwell

    Digital Strategy

    Adam is an experienced expert in digital strategy, communications and marketing. Ad has a number...

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Award Winning Financial Advisers
how can we help you?

Contact us at Celtic Financial to book a free no obligation initial meeting.