Nykki DaleDirector / Independent Financial Adviser
areas of expertise
- Pensions & Retirement
- Estate Planning
- Protection Planning
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.
If you’d like a free consultation, please start by completing the form:
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.