Celtic Financial Planning Ltd
Nykki Dale is an experienced financial professional currently serving as the Director and Independent Financial Adviser at Celtic Financial Planning Ltd since November 2018. Prior to this role, Nykki worked as an Independent Financial Adviser at Heritage Financial Solutions Ltd from January 2014 to November 2018, where responsibilities included servicing existing clients and promoting the firm's extensive services to new clients. Nykki’s career in finance began as a Broker Consultant at Zurich Insurance Company Ltd, a position held from January 2000 to January 2013. Nykki's educational background includes attendance at Ellesmere Port Grammar.
This person is not in any teams
Celtic Financial Planning Ltd
Celtic Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority (FCA). Celtic Financial are Multi-Award-Winning Chartered Independent Financial Advisers that strive to build and maintain long-term relationships with our clients by understanding individual needs, circumstances and requirements. These are the first steps towards our clients achieving their financial goals and aspirations. Based in the historic Market Town of Mold, our services extend across North Wales and beyond. We want to challenge others by providing a service led goals based financial planning solution for our clients. Instead of getting bogged down in jargon such as SIPPS and Wrappers, we deliver a plan to meet your goal(s) such as retiring 5 years earlier. You won’t find sales targets and pinstripe suits at Celtic, just good, honest and friendly financial advice.