Celtic Financial Team

our team

  • Cleona Lira

    Independent Financial Adviser

    Cleona has been a financial adviser for over 14 years and is a chartered financial planner. Cleona...

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  • Nigel Dale

    Independent Financial Adviser

    With over 25 years of experience in financial services from insurance to independent financial advice,...

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  • Bethan Jones

    Operations

    Bethan has circa 20 years experience in financial services. An experienced paraplanner, qualified...

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  • Robert Lewis

    Independent Financial Adviser

    With over 15 years of experience in financial services from stockbroking, banking and independent...

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  • Ella Catherall

    Operations

    Ella joined financial services following her degree in economics and accounting, since then she...

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  • Adam Southwell

    Digital Strategy

    Adam is an experienced expert in digital strategy, communications and marketing. Ad has a number...

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  • Morgan Nancarrow

    Operations

    Morgan joins us as a graduate from Exeter University where she gained a Masters in Physics. Morgan...

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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...

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  • Mike Fry

    Business Consultant

    With over 35 years of experience in financial services from insurance to independent financial advice,...

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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...

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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...

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  • Sam Bentley

    Operations

    Following his degree at York university where he got a Ba (Hons) in Politics with International...

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how can we help you?

Contact us at Celtic Financial to book a free no obligation initial meeting.