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Our team list

  • Nigel Dale

    Nigel Dale

    Independent Financial Adviser

    With over 25 years of experience in financial services from insurance to independent financial advice, Nigel has the breadth and depth of experience needed...

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  • Robert Lewis

    Robert Lewis

    Independent Financial Adviser

    With over 15 years of experience in financial services from stockbroking, banking and independent financial advice, Rob has the breadth and depth of experience...

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  • Ella Catherall

    Ella Catherall

    Operations

    Ella joined financial services following her degree in economics and accounting, since then she has spent the last 4 years obtaining further qualifications...

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  • Megan Oare

    Megan Oare

    Operations

    Megan joins us from a driver hire business in Chester where over the last few years she's been assisting clients, booking appointments and leading customer...

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  • Mike Fry

    Mike Fry

    Business Consultant

    With over 35 years of experience in financial services from insurance to independent financial advice, Mike has the breadth and depth of experience to help...

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  • Chris Bailey Head Economist at Celtic Financial

    Chris Bailey

    Investment Committee

    Chris our head economist has over 20 years of investment industry experience at long-only and long-short institutions as a global multi-asset fund manager,...

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