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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  • 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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  • Morgan Nancarrow

    Operations

    Morgan joins us as a graduate from Exeter University where she gained a Masters in Physics. Morgan has a wealth of experience in research, analysis and data...

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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 clients, booking appointments and leading customer...

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how can we help you?

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