An award-winning Chartered financial planning firm has donated more than £7,000 to charitable causes and offset 10 tonnes of carbon emissions, reinforcing its commitment to making a lasting difference to the local community.
North Wales-based Celtic Financial Planning has also launched a free financial educational app for youngsters and rolled out key staff initiatives to deliver genuine impact beyond its services.
The work is brought together in the firm’s inaugural environmental, social, and governance (ESG) report, which highlights a wide range of successes spanning carbon reduction to community investment while spotlighting the firm’s recent B Corporation (Corp) certification.
Central to its sustainability efforts is a commitment to operating as a carbon positive business, with activity including offsetting its CO2 production and continuing its long-term partnership with North Wales Wildlife Trust, which has led to 2,385 trees being planted, capturing an estimated 21,640kg of carbon annually.
Mold-headquartered Celtic Financial Planning, which has offices in St Asaph and London, also launched the Fincate app, which offers free financial education for people aged 12 and above.
In addition, the 2024 Celtic Charity Ball raised almost £5,000 for Hope House, with a goal set for this year’s event to raise £8,000 for North East Wales Mind and Alder Hey Children’s Charity.
Since April 2025, the organisation has donated £7,500 to charities, community groups, and grassroots sports including Mold Rugby Union U16s international tour, Northop and Northop Hall cricket clubs, and Hawarden Park U11 Diamonds girls football team.
The firm’s governance goes beyond standard industry compliance by using feedback and outcome monitoring, with consistently high net promoter scores (NPS).
In addition, it is also a registered adopter of the Financial Vulnerability Charter alongside being authorised and regulated by the Financial Conduct Authority (FCA).
Founder of Celtic Financial Planning Rob Lewis said: “Our purpose has always gone beyond financial advice.
“From the very beginning, we set out to build a business we would want to work in ourselves, one grounded in trust, transparency, and doing the right thing for our clients, our team, and the wider community.
“This report shines a light on the progress we have made across ESG areas. It highlights how we continue to operate as a carbon positive business, how we invest in our community, and the steps we take to we maintain the highest standards of governance in a highly regulated industry.”
The independent planning firm has further raised the standards of business and local impact by achieving B Corp status.
Reaching an impact score of 90.8, comfortably exceeding the required threshold of 80, reflects the strong performance across governance, workforce, community, environment, and customers.
It achieved this in a six-month timeframe compared to the typical 18, which is a testament to the strength of their existing practices.
Rob continued: “Achieving B Corp status in March was a significant milestone for us, not because it changes what we do, but because it validates the approach we have taken since day one.
“We are proud of what we have achieved so far, but we see this as just the beginning.
“Our focus now is on building on this foundation: strengthening our impact and continuing to deliver the best possible outcomes for our clients.”
