Our team list

  • Cleona Lira

    Independent Financial Adviser

    Cleona has been a financial adviser for over 14 years and is a chartered financial planner. Cleona has worked for an international bank before moving into the...

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  • 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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  • Bethan Jones

    Operations

    Bethan has circa 20 years experience in financial services. An experienced paraplanner, qualified in financial planning, mortgage advice and long term care,...

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  • 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

    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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  • Adam Southwell

    Digital Strategy

    Adam is an experienced expert in digital strategy, communications and marketing. Ad has a number of roles including running his own digital business working...

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how can we help you?

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