Mold firm Celtic Financial Planning achieves B Corp certification and donates to Hawarden, Northop and Mold clubs
A Mold-based financial planning firm has donated £7,500 to local charities, community groups and grassroots sports clubs since April 2025, according to its first environmental, social and governance (ESG) report.
Celtic Financial Planning, which has offices in Mold, St Asaph and London, says it has also offset 10 tonnes of carbon emissions and planted 2,385 trees in partnership with North Wales Wildlife Trust, which the firm estimates captures around 21,640kg of carbon annually.
Local recipients of the firm’s charitable giving include Mold Rugby Union under-16s, Northop and Northop Hall cricket clubs, and Hawarden Park under-11 Diamonds girls football team.
The firm’s 2024 Celtic Charity Ball raised almost £5,000 for Hope House, the children’s hospice serving north Wales and the borders.
This year’s ball has a target of £8,000, split between North East Wales Mind and Alder Hey Children’s Charity.
Celtic Financial Planning achieved B Corporation certification in March, reaching an impact score of 90.8 against the required threshold of 80.
[Rob Lewis, founder of Celtic Financial Planning]
B Corp status is awarded by the non-profit B Lab to businesses that meet verified standards of social and environmental performance, accountability and transparency.
The firm says it completed the certification process in six months, against a typical timeframe of 18.
It has also launched Fincate, a free financial education app aimed at people aged 12 and above.
Rob Lewis, founder of Celtic Financial Planning, 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.”
On the B Corp certification, he said: “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.”
The firm is authorised and regulated by the Financial Conduct Authority and is a registered adopter of the Financial Vulnerability Charter.
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