B Corp and sustainability PR

Key takeaways

ESG content will be repurposed as a key resource going forward

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Positive media coverage with at least one key message

Awareness

Overview

Celtic Financial Planning’s purpose has always extended beyond financial advice, with founder Rob Lewis moulding the company into one grounded in trust, transparency, and doing the right thing for the wider community Rob wanted a way to ensure that this message and the firm’s story were getting through to its stakeholders as effectively as it could.

Objectives and planning

Developing an ESG report for Celtic Financial Planning was a natural fit that aligned seamlessly with both our expertise and Rob’s objectives to communicate the company’s work away from its business operations in an engaging way.

Its stakeholders were placed at the forefront of the planning process, with this report aimed at communicating the firm’s outstanding community work, environmental impact, and ethical business practices in an easily digestible way.

This document served as a valuable resource for prospective clients at meetings, events, and exhibitions, while its content was repurposed into a press release distributed to local and regional media outlets, alongside a separate release highlighting the firm’s B Corporation (B Corp) certification.

Tactics

ESG report

Media relations

Sustainability PR

Strategic storytelling

Example outputs

ESG report

Example B Corp media coverage

Example ESG media coverage

Key outcomes

Against the main objective to raise awareness of Celtic Financial Planning’s commitment to the community and the environment to its stakeholders, key highlights included:

  • Providing new and existing clients with an understanding of the company’s journey to achieving B Corp status.
  • Creating a valuable internal resource that can be repurposed for future communication and marketing content.
  • Securing 14 pieces of coverage across reputable media outlets
  • Increasing stakeholder awareness of the firm’s positive community impact and commitment to sustainable business practices.

“Communicating Celtic Financial Planning’s impact within our community and the wider environment is one of our key objectives, and Outwrite has played a vital role in helping us achieve that.

“Partnering with a PR and communications agency has enabled us to amplify our message and effectively communicate our core values to stakeholders.

“Over the past 12 months, we have worked towards achieving B Corp certification, a significant milestone for us. Outwrite was instrumental in identifying compelling angles that ensured this achievement had the maximum impact.

“I was really impressed with the ESG reports Outwrite had produced for other brands, and immediately knew this was how I wanted to share our journey.

“The team struck the ideal balance of getting across all our activities while keeping the report engaging so people could read it and not feel overwhelmed by the incredible amount of detail shared.

“This approach will now allow us to repurpose the content going forward for additional stakeholder comms while keeping our messaging and core values consistent throughout.”

Rob Lewis

Founder, Celtic Financial Planning

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