Celtic Financial Planning acquires Widnes-based advice firm

'Family feel'

Sophie King
clock • 1 min read

Celtic Financial Planning has boosted its presence in the North West by acquiring Widnes-based advice firm Halton Insurance Services for an undisclosed fee.

The acquisition has added £20m of funds under management and nearly 100 clients to Celtic FP, which is led by director Rob Lewis (pictured) and Nigel Dale, has clients across the UK from London to the Isle of Arran in Scotland. Lewis and his wife Ella, who is also part of the team, said they wanted to bring a "family feel" to the firm by acquiring Halton. Lewis added: "We always wanted to do things differently, to be a breath of fresh air in this industry with a more digital, technological approach. That has served us well; in the beginning it was just Nigel, Ella and myself, and now ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Tackling the biggest challenge facing financial services in the UK

Tackling the biggest challenge facing financial services in the UK

'Trust in financial services is slipping'

Professional Adviser
clock 04 March 2026 • 4 min read
'No news is good news': Spring Statement stability welcomed

'No news is good news': Spring Statement stability welcomed

‘This was a low-key event, especially for pensions’

Jenna Brown
clock 03 March 2026 • 4 min read
FCA opens targeted support authorisation gateway

FCA opens targeted support authorisation gateway

Firms can now apply for permission to provide targeted support

Isabel Baxter
clock 02 March 2026 • 2 min read