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corporate responsibility

Here at Celtic Financial we feel it’s important to have a corporate social responsibility policy. That’s why we aim to adhere to the following:

  • 1

    Carbon Offsetting

    For every new client that invests within our model portfolio service we will donate and plant a native British tree. We hope just like your pension and investments this tree will grow well into the future, helping to offset our carbon footprint and become a token of your relationship with Celtic Financial for years to come.

  • 2

    Fairtrade Products

    Where we can, we will look to stock Fairtrade products such as tea and coffee. We want to ensure the money we spend goes to help those who need the support and allows everyone to have a fair deal.

  • 3


    We are keen to support and promote recycled products. Where possible we will look to source paper that’s 100% recycled for items such as business stationery.

  • 4

    Community and Charity Funds

    Not only do our team regularly take part in charitable and community events / projects, we have also created a fund where charities and communities can bid each year to receive the proceeds to support their local cause, we aim to commit at least £1,000 each year.


We are very proud because of this work to be shortlisted for the Federation of Small Businesses (FSB) Ethical – Green Business of the Year 2019. This recognition gives us more energy to make a difference!

how can we help you?

Contact us at Celtic Financial to book a free no obligation initial meeting.