Nykki DaleDirector / Independent Financial Adviser
areas of expertise
- Pensions & Retirement
- Investments
- Savings
- Mortgages
- Estate Planning
- Protection Planning
qualifications
- Diploma in Regulated Financial Planning
- Certificate in Mortgage Advice
- Certificate in Equity Release
- View Statement of Professional Standing SPS
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 clients needs and craft the most suitable solutions.
Nykki 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, Nykki 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 Nykki’s client bank has grown largely from reputation and referral of her existing clients. Nykki prides herself on meeting clients needs day or night.
contact details
contact form
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Contact us at Celtic Financial to book a free no obligation initial meeting.
