Our Team
Behind Celtic Financial is a team of experienced professionals focused on delivering clear, trusted financial advice. Each member of our team plays a key role in supporting you, from understanding your goals through to implementing and maintaining your financial plan
Modern | Dynamic | Honest
Behind Celtic Financial Planning is a team focused on delivering clear, thoughtful financial advice built around you. We believe good planning starts with understanding your goals, providing straightforward guidance and building long term relationships based on trust.
Get to know the team behind you every step of the way, helping you make confident, informed decisions. With over 100 years’ combined experience, we are passionate about putting your interests first.
Robert Lewis
MD / Independent Financial Adviser
Nykki Dale
Director / Independent Financial Adviser
Jamie Hughes
Independent Financial Adviser
Ella Catherall
Senior Planning Analyst
Chris Lloyd
Independent Financial Adviser
Sam Arshad-Roberts
Financial Planning Associate
Livia Carraro
Customer Excellence Coordinator
Megan Oare
Associate Planning Analyst
Beth Andrews
Planning Analyst
Caroline Maleviciute
Planning Analyst
Genette Glenet
Administrator
Lucy Rawes
Communications
Lucy Gittins
Administrator
What Our Customers Say
Jamie at Celtic has been excellent. Always friendly and listens to what we need. Feel completely comfortable discussing all issues.
Karen Reid
The service has always been professional, transparent, and tailored to my personal needs. Highly recommended.
Keith B
It’s easy to get an appointment when needed and Celtic has been extremely helpful with a number of issues. I highly recommend Celtic!
Charlotte Williams
Jamie at Celtic has been excellent. Always friendly and listens to what we need. Feel completely comfortable discussing all issues.
Karen Reid
The service has always been professional, transparent, and tailored to my personal needs. Highly recommended.
Keith B
It’s easy to get an appointment when needed and Celtic has been extremely helpful with a number of issues. I highly recommend Celtic!
Charlotte Williams
The staff are meticulous in what they do and I could not recommend them enough. A big thank you to Barbara for all her hard work.
Richard M
I have always found Rob very helpful in ensuring that I get the best possible return from my investments.
Carl Evans
Customer service is above and beyond, combined with experienced, knowledgeable advice and quality financial products.
David Thomas
The staff are meticulous in what they do and I could not recommend them enough. A big thank you to Barbara for all her hard work.
Richard M
I have always found Rob very helpful in ensuring that I get the best possible return from my investments.
Carl Evans
Customer service is above and beyond, combined with experienced, knowledgeable advice and quality financial products.
David Thomas
Money Matters
Practical tips, insights, and updates to help you make confident financial decisions.
Read more about Can I Retire Early?
Can I Retire Early?
Posted 24.08.26
For many people, the ultimate financial goal isn’t simply building a bigger pension. It’s reaching the point where work becomes optional.…
Read more about Ready for Retirement?
Ready for Retirement?
Posted 13.08.26
If someone asked you right now whether you’re on track for the retirement you want, what would you say? For…
Read more about The Value of Advice
The Value of Advice
Posted 08.08.26
Is Financial Advice Worth It? What the Evidence Really Shows Please remember: the value of investments can fall as well…
Read more about A New Way to Connect
A New Way to Connect
Posted 07.08.26
Networking doesn’t have to mean a stuffy conference room and lukewarm coffee. That’s why our Financial Planning Associate, Sam, has…
Read more about Jamie’s 13.1 Miles for Charity
Jamie’s 13.1 Miles for Charity
Posted 08.07.26
At Celtic Financial Planning, we talk a lot about planning for the future. But sometimes, it’s the things we do…
Read more about Big ISA Changes Are Coming
Big ISA Changes Are Coming
Posted 08.07.26
If you’ve been happily tucking money away into a Cash ISA each year, enjoying tax-free interest with no fuss, there’s…
Read more about Charity Ball Raises Thousands
Charity Ball Raises Thousands
Posted 30.06.26
At Celtic Financial Planning, we believe in doing well by doing good. That’s why we were thrilled to host our…
Read more about Quarterly Market Update
Quarterly Market Update
Posted 16.06.26
Quarterly Market Update Welcome to the June 2026 issue of Quarterly Market Commentary covering March, April and May from Celtic…
Read more about Values‑Based Investing
Values‑Based Investing
Posted 05.06.26
A B‑Corp’s Guide to Aligning Wealth With Purpose As conversations around climate change, social justice and corporate ethics move into…
Read more about Long Life Retirement Planning
Long Life Retirement Planning
Posted 26.05.26
Retirement Planning Is No Longer About “Stopping Work” It’s About Building a Life That Lasts For years, retirement planning was…
Read more about The IHT Tax Rules for Pensions
The IHT Tax Rules for Pensions
Posted 18.05.26
The New Inheritance Tax Rules for Pensions: What Families Need to Know Changes announced in the Finance Act 2026 mean that, from 6…
Read more about Our Latest ESG Report
Our Latest ESG Report
Posted 12.05.26
Celtic Financial Planning Publishes ESG Report 2026 At Celtic Financial Planning, we have always believed that good business should be…
Frequently Asked Questions
75% of our advisers are Chartered Financial Planners, which represents the highest standard of qualification in the financial planning profession. This reflects advanced technical knowledge, ongoing professional development and a commitment to delivering high quality advice.
Chartered status is awarded by the Chartered Insurance Institute and is widely recognised as the gold standard in financial planning. It demonstrates a high level of expertise, ethical standards and a commitment to continuous learning.
For you, this provides confidence that your financial planning is being handled with care, professionalism and depth of knowledge.
Yes, Celtic Financial Planning is authorised and regulated by the Financial Conduct Authority under reference number 809204. This means we operate under strict regulatory standards, designed to protect clients and ensure advice is suitable, transparent and in your best interests.
Financial planning is constantly evolving, with changes to legislation, tax rules and investment markets. Our team is committed to ongoing professional development, completing regular training and continuing professional development through organisations such as the Chartered Insurance Institute.
This ensures our advice remains up to date, relevant and aligned with current best practice.
Yes, we actively support the ongoing development of our team, encouraging further qualifications, training and career progression within financial planning.
This commitment ensures you benefit from knowledgeable, well trained professionals who are focused on delivering high standards of advice both now and in the future.
Can we help?
If you’d like to discuss your financial planning, explore how we can support your goals, or make a general enquiry, we’d be happy to hear from you — simply complete the form or use the contact details below.
General Enquiries:
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