Our team

  • 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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  • Sammy-Jo Peace

    Independent Mortgage Adviser

    Sammy joins us as an independent mortgage and protection adviser, with a background in financial services spanning more than 10 years.

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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 years of expertise as a financial adviser to our team, along...

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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 financial planner status. Jamie has worked in the North...

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  • Nykki Dale

    Independent Financial Adviser

    With over 25 years of experience in financial services from insurance to independent financial advice, Nykki 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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  • Taryn Robinson

    Operations

    Taryn Robinson is a dedicated Mortgage Administrator who is the newest member of our growing team. Her attention to detail and exceptional organisational skills...

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  • Beth Andrews

    Operations

    Beth joins us as a trainee paraplanner from a background in management accounts. Beth started in financial services within the mortgage industry, where she...

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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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  • 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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  • 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.