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Modern | Dynamic | Honest

Our Latest ESG Report

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Our Latest ESG Report

Posted 12.05.26

Celtic Financial Planning Publishes ESG Report 2026 At Celtic Financial Planning, we have always believed that good business should be…

B Corp Status

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B Corp Status

Posted 16.04.26

We're proud to announce that Celtic Financial Planning has achieved B Corporation certification with B Labs.

More Than Just Business

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More Than Just Business

Posted 07.08.25

At Celtic Financial Planning, we don’t just talk about community—it’s at the heart of everything we do. For us, making…

Cyber Essentials Certification

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Cyber Essentials Certification

Posted 28.07.23

The security and confidentiality of our clients' information is of utmost importance. As part of our ongoing commitment, we are…

Firm Associate Status

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Firm Associate Status

Posted 13.02.23

We are delighted to announce that Celtic Financial has become an Associate Firm with the Personal Finance Society (PFS). Associate…

Going Carbon Negative

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Going Carbon Negative

Posted 10.05.22

We believe in sustainability and accountability, that's why from the 21/22 tax year, we will be publishing our estimated CO2…

The Budget 2021

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The Budget 2021

Posted 03.03.21

The Budget sets out the government's tax and spending plans for the year ahead, he announced new measures to help…

Benefit: Death in Service

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Benefit: Death in Service

Posted 28.10.20

Death in Service (DIS) is a form of group protection that an employer can provide its employees with as part…