North Wales-based Celtic Financial Planning has launched a free financial education app for youngsters as part of a drive to give back to the local community.
Mold-headquartered Celtic, which has offices in St Asaph and London, launched the Fincate app, which offers free financial education for people aged 12 and above, to help improve financial literacy among local young people.
The move is part of the Planning firm’s commitment to making a 'lasting difference' to the local community.
The firm has also 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 since April 2025.
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.
Celtic’s community efforts have been laid out in an ESG report, a first for the firm.
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.”
Celtic Financial Planning recently gained B Corp status.