Our team

  • Sam Bentley

    Independent Financial Adviser

    Following his degree at York university where he got a Ba (Hons) in Politics with International Relations, Sam attended Cardiff University where he got a Masters...

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  • Victoria Nabarro

    Independent Financial Adviser

    Victoria has been a financial adviser for over 6 years and is a chartered financial planner and holds the coveted fellowship status with the Chartered Insurance...

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  • 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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  • 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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  • 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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  • Elyn Dutton-Sullivan

    Operations

    Elyn joins us from a hairdresser background, where over the last few years she's been assisting clients, booking appointments and leading customer service....

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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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  • 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

    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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  • Barbara Hunter

    Independent Mortgage Adviser

    Barbara has been in financial services for around 20 years, in that time she has worked with various organisations including a building society and serval financial...

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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.