Celtic Financial Planning

The Business:

Celtic Financial Planning, Mold, Flintshire

Established in November 2018, Celtic Financial Planning, Mold are multi-award-winning, independent, chartered financial planners. They are committed to their community and take their social and environmental responsibilities seriously.

The Challenge

The business signed up to the Green Digital Academy as they were keen to continue to improve their sustainability. They felt the programme aligned with the business’s goals of being an environmentally conscious firm.

One of the main challenges they faced was knowing how to measure and report on their environmental impact. By signing up to Green Digital Academy they were confident that they could access the right support, which included mentoring as well as independent accurate reporting.

What the experts say

Thanks to Green Digital Academy the business was able to review their five-year carbon reduction plan. They were also able to access funding which has meant they can take their plans even further, including installing EV chargers.

Outcome

Celtic Financial now have a detailed plan in place thanks to the advice and support they received through the programme. They are excited at what the future holds as they continue to build on their carbon zero status. Robert Lewis, Director of Celtic Financial Planning says:

“The programme has been very beneficial for us as a business. Often you don’t know what you don’t know, so having an independent expert evaluate your business and providing advice is invaluable.”