Nigel DaleManaging Director
areas of expertise
- Pensions & Retirement
- Estate Planning
- Protection Planning
- Diploma in Regulated Financial Planning
- Certificate in Mortgage Advice
- Certificate in Equity Release
With over 25 years of experience in financial services from insurance to independent financial advice, Nigel has the breadth and depth of experience needed to quickly understand clients needs and craft the most suitable solutions.
Nigel has a particular passion for pensions, with the use of cash flow modelling clients can start to paint a picture of what their retirement could look like. Pictures paint a thousand words!
Before founding Celtic Financial Planning Ltd, Nigel worked for a number of life assurance companies for a couple of decades before transitioning into the IFA world around 5 years ago, since then Nigel’s client bank has grown largely from reputation and referral of his existing clients. Nigel prides himself on meeting clients needs day or night.
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