Celtic Financial Planning is an independent financial advice firm based in North Wales with a regional hub in London.

The firm is known for its corporate social responsibility and has even created the Celtic Community Network, a not-for-profit business networking group that meets every two weeks in Mold to discuss best practices, share contacts and improve business within the local community.

The team at Celtic offers free financial education workshops to local groups including carers. The firm has also conducted presentations and staged mock interviews in local schools to raise the profile of the profession.

Cleona Lira, an adviser at the firm, is heavily involved with the Personal Finance Society’s Education Champions scheme, frequently teaching school children about the importance of financial literacy.

The firm’s assets under advice have increased by 708% in just four years, from £13m to £105m. ESG funds make up 40% of the recommended funds and 28% of assets under advice. IFA Robert Lewis is director.

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