Clarity. Freedom. Simplicity. Financial plans that fit your philosophy.
Helen Sorrell
Cleona came highly recommended by a good friend of mine, and she thoroughly lived up to the hype.
Louise M
Cleona is a breath of fresh air in the sometimes impenetrable world of finance.
Contentment is the greatest wealth
A clear, values-aligned path to financial independence—Honest advice. No sales pitch. No jargon. No judgements. Just clear next steps.
I help professionals and retirees make smart, calm decisions about pensions, ISAs, investments and big life goals. Together, we’ll build a plan that works — whether you’re planning to retire in 10 years or want to feel proud of where your investments go.
What does it mean to be ‘conscious’ about money?
Most people aren’t failing because they lack financial advice. They’re stuck because they’re clinging to outdated beliefs, avoiding seeing their fears and many contradictions with money, or blindly following rules that no longer serve them.
You can’t fix your finances without facing your relationship with money. What fears or stories are you projecting onto money—without even realizing?
As Jacob Needleman said: “As we begin to study our relationship with money, we may begin to see things about ourselves that are hard to accept, but which represent a very important part of ourselves. To study money is to study a very large part of what we are.”
By suggesting helpful resources and workshops, I can help you stop ignoring the emotional drivers behind your money decisions—so you can build real wealth without emotional distractions.
Hi, I’m Cleona
I take the time to understand your beliefs, goals, and vision — so we can build a plan that truly reflects your values.
Because money isn’t just about the numbers. It’s personal. It’s emotional. And when done right, it can feel empowering.
I believe financial planning should be clear, meaningful — and yes, even enjoyable.
My journey began with a degree in psychology, which sparked a lifelong interest in the emotions, behaviours, and beliefs that shape how we relate to money.
Today, I bring that insight into every financial plan I create.
I'm a Chartered Financial Planner, a Fellow of the Personal Finance Society, and hold an MBA — combining deep technical knowledge with a human-first approach.
Are we a good fit?
I work with individuals and couples who want a dedicated financial planner to help them build a comprehensive plan and manage their investments and pensions with care.
A significant number come to me for my expertise in sustainable and ethical investing — an area I’m deeply passionate about and highly trained in. Many of my clients are women.
If you want to…
If you want to invest with a clear purpose, you’re in the right place.
Here, you’ll learn the timeless principles behind successful investing: clear, simple strategies over constant market noise.
Partner with a trusted adviser who brings clarity — and calm — even when markets are anything but.
Work one-on-one with a seasoned professional (never a faceless firm), supported by a dedicated team.
f you're ready to get your finances in order and build a solid plan for investing or retirement, but don’t feel confident doing it alone, you’re not alone.
Get jargon-free answers to real questions, like:
"How do I create lasting financial security?"
Together, we’ll create a clear, personalized strategy and develop the mindset you need to make informed decisions — so you can move forward with peace of mind.
Align your money with your values.
And if you choose to go deeper, we can explore the beliefs and habits behind your financial decisions — always at your pace, and only if it feels right for you.
Who’s not a great fit for my services?
You’re better off with another financial planner if ...
You already have an investment plan and are just looking for a second opinion on decisions you’ve already made.
You only need help with initial financial planning and prefer to take the reins on implementation yourself.
Are located or reside outside of the UK
“Cleona is a gem in the world of finance. An enlightened financial planner, she empowers learning and the acquisition of knowledge and is a real support in what can be a daunting area for many.”
Louise MBlog