Celtic adds Chartered Planner to London team
Celtic Financial Planning has added Chartered Financial Planner Victoria Nabarro to its London team in Canary Wharf.
She specializes in ethical investment, ultra-high-net-worth clients, and working with female investors.
Ms Nabarro became one of the youngest women to ever qualify for Chartered Financial Planner status at just 24 years of age.
She started her career as a trainee financial adviser at St James’s Place and was also a financial adviser at Schroders for two years.
Now 27, she joins Cleona Lira in driving the Financial Planner’s London customer base.
North Wales-based Celtic Financial Planning describes itself as centered on ethical investment and sustainability.
Ms Nabarro said joining a firm that has a focus on ethical investment and sustainability was very attractive as her client base tend to be more interested in ethical aspects of finances.
She said: “I initially represented a broad range of clients, but my specialities are ethical investment, working with female investors and executive level leaders, and ultra-high net worth investors.
“With this base you can really make a difference because they are looking at the bigger picture rather than just making more money. There is a drive to do good for future generations, for their communities and the environment, which is a breath of fresh air.”
Celtic now has a 12-strong team and aims to achieve £100m in assets under management from 2022.
Rob Lewis, director at Celtic Financial Planning, said the firm is building a diverse and principled group and Ms Nabarro’s specialty in ethical investment and making a difference fits well with the firm’s core values.
Ms Nabarro hopes to be a role model for young women considering joining the financial advice sector.
She said: “I’m passionate about what I do but also in being a role model to young girls who might want a career in financial advice and the investment arena.
“It is not a role that women are traditionally encouraged to pursue, but that has to change, especially given the rising demand for candidates.
“It is more important than ever that people are stable and secure and flourishing financially, and it’s vital we communicate that, especially to younger people.
“The archetypal view is that financial advice is for those who are middle aged and above, that it’s inaccessible, especially for women – Celtic Financial Planning is trying to change that, and I’m proud to be a part of it.”