stm_staff Financial Planning News
Robert Lewis
- 11th January 2023
- Posted by: Celticfp
- Category:
No Comments
With over 15 years of experience in financial services from stockbroking, banking and independent financial advice, Rob has the breadth and depth of experience needed to quickly understand clients needs and craft the most suitable solutions.
Ella Catherall
- 10th January 2022
- Posted by: Celticfp
- Category:
Ella joined financial services following her degree in economics and accounting, since then she has spent the last 4 years obtaining further qualifications in financial services.
Sammy-Jo Peace
- 6th January 2022
- Posted by: Celticfp
- Category:
Sammy joins us as an independent mortgage and protection adviser, with a background in financial services spanning more than 10 years.
Sam Bentley
- 22nd October 2021
- Posted by: Celticfp
- Category:
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 of Science in International Management.
Jamie Hughes
- 22nd October 2021
- Posted by: Celticfp
- Category:
Jamie lives in Prestatyn and has been a financial adviser for over 12 years, he also holds the chartered financial planner status. Jamie has worked in the North Wales region for most of his career, and is looking forward to working with Celtic Financial to help more clients in the area.
Nykki Dale
- 21st October 2021
- Posted by: Celticfp
- Category:
With over 25 years of experience in financial services from insurance to independent financial advice, Nykki has the breadth and depth of experience needed to quickly understand client’s needs and craft the most suitable solutions.
Bethan Jones
- 19th October 2021
- Posted by: Celticfp
- Category:
Bethan has circa 20 years experience in financial services. An experienced paraplanner, qualified in financial planning, mortgage advice and long term care, Bethan has a great range of experience and knowledge.
Taryn Robinson
- 6th January 2020
- Posted by: Celticfp
- Category:
Taryn Robinson is a dedicated Mortgage Administrator who is the newest member of our growing team. Her attention to detail and exceptional organisational skills make her a valuable asset in supporting our Mortgage Adviser, Sammy-Jo Peace.
Beth Andrews
- 6th January 2020
- Posted by: Celticfp
- Category:
Beth joins us as a trainee paraplanner from a background in management accounts. Beth started in financial services within the mortgage industry, where she worked within mortgage new business processing.
Megan Oare
- 6th January 2020
- Posted by: Celticfp
- Category:
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 service. Now taking on a new challenge in the word of financial services.
- 1
- 2
