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.
Values-aligned financial planning
I help busy professionals and retirees make smart, calm decisions. This includes pensions, investments and big life goals. Together, we'll build a plan that works — and one you can feel proud of. A plan that gives you the sense of a satisfied and flourishing life.
A sense of contentment is the greatest wealth and planning for what is “enough” for your needs is a key part of your financial plan.
What does it mean to be ‘conscious’ about money?
I mainly began exploring this question as I noticed my own money blocks when I launched my financial advisory business way back in 2013.
Not everyone has these money blocks of course. However, I found that most people struggle with money in some way. Not because they lack access to financial advice or information about how to invest. They’re likely stuck because they have not investigated their unprofitable beliefs.
What fears or stories do we project onto money—without even realizing?
As Jacob Needleman (philosopher) 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 (some of which you can see on my little YouTube channel), 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?
The clients I work with best aren't necessarily the most financially savvy. They're the ones who want to feel good about where their money is going — and are ready to have an honest conversation about how to get there.
You might be in the right place if you want to invest in a way that reflects your values. If you want someone in your corner who'll give you a straight answer, not a sales pitch. If markets make you anxious and you'd rather have a calm, trusted adviser than try to navigate it alone.
I work one-on-one with every client — you'll always speak to me, never a faceless firm. Financial conversations can be difficult; I work to remove that weight. Clients leave conversations feeling equipped and empowered, never talked down to.
We'll build a clear, practical plan together: whether that's a pension you can feel confident in, an investment strategy aligned with your ethics, or simply knowing where you stand.
And if you want to go deeper, we can. Some of my most rewarding work is helping clients understand the beliefs and habits quietly shaping their financial decisions. We only go there if it feels right for you, and always at your pace.
No jargon. No judgement. Just clear next steps.
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