our team
Nigel Dale
Independent Financial AdviserWith over 25 years of experience in financial services from insurance to independent financial advice,...
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Robert Lewis
Independent Financial AdviserWith over 15 years of experience in financial services from stockbroking, banking and independent...
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Ella Catherall
OperationsElla joined financial services following her degree in economics and accounting, since then she...
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Megan Oare
OperationsMegan joins us from a driver hire business in Chester where over the last few years she's been assisting...
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Mike Fry
Business ConsultantWith over 35 years of experience in financial services from insurance to independent financial advice,...
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Chris Bailey
Investment CommitteeChris our head economist has over 20 years of investment industry experience at long-only and long-short...
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Barbara Hunter
Independent Mortgage AdviserBarbara has been in financial services for around 20 years, in that time she has worked with various...
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Matthew Wilson
OperationsMatthew has worked in financial services for the last two years and joins us from a previous wealth...
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member of celtic connects
Celtic Financial
We are Independent Financial Advisers, we offer clients unbiased financial advice across all areas of finances.
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Celtic Law
Celtic Law Limited delivers strategic and dynamic legal advice, in plain language, in an approachable and friendly manner.
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Celtic Accountancy
Celtic Accountancy powered by the Profit Works offers tax planning, payroll, accountancy and general tax advice.
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