our team
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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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Chris Lloyd
Independent Financial AdviserChris, hailing from North Wales and currently residing in Heswall on the Wirral, brings over 15...
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Jamie Hughes
Independent Financial AdviserJamie lives in Prestatyn and has been a financial adviser for over 12 years, he also holds the chartered...
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Nykki Dale
Independent Financial AdviserWith over 25 years of experience in financial services from insurance to independent financial advice,...
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Adam Owen
OperationsAdam Owen brings around 10 years of experience in the financial services industry. As a skilled...
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Lucy Rawes
OperationsLucy, a seasoned digital marketing and business strategy expert, brings over 25 years of experience...
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Genette Glenet
OperationsGenette comes to us from a local private healthcare client, where she managed daily interactions...
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Beth Andrews
OperationsBeth joins us as a trainee paraplanner from a background in management accounts. Beth started in...
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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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Contact us at Celtic Financial to book a free no obligation initial meeting.