Confident financial decisions & simplified wealth management.
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.
“Money is the principal means in the modern world for organising the material part of our selves and our lives. We need to relate with money in a conscious way. It starts by having the courage and sincerity to really look at money, to see how we feel about it and how we relate to it. If we can do this, which very few of us do, we will see our relationship with money to be full of fears and contradictions and conditioning, and it will be quite shocking. But that's the first step toward self-knowledge, to get rid of our illusions about ourselves and our relationship with money.”
Jacob Needleman (Money and the Meaning of Life)
What does it mean to be ‘conscious’ about money?
We struggle with our finances because we cling to ingrained habits, follow outdated advice, or simply avoid the issue.To get unstuck, we must become more conscious of our relationship with money and the qualities we may be unconsciously projecting onto money. As Jacob Needleman so aptly said, 'We need to relate to money in a conscious way.'
Too often, financial advice focuses solely on figures, neglecting the emotional factors that drive how we manage our wealth. My focus is on proven, long-term investment strategies that enable you to pursue your financial goals with greater confidence.
Hi, I’m Cleona
My passion is financial planning with a human touch.
By carefully considering your unique beliefs, goals, and anxieties, we can craft a financial plan that aligns with your values.
I believe financial planning should be an enjoyable experience too.
I graduated with a psychology degree, which explains my interest in the psychology of money. I am also a Chartered Financial Planner, a Fellow with the Personal Finance Society, and have completed an MBA.
Are we a good fit?
I work with individuals and couples seeking a dedicated financial planner to create a comprehensive financial plan and manage their investments and pensions. A large percentage of my clients tend to be women.
A large percentage of my clients want specialised skills in sustainable and ethical investing, which I have.
If you want to…
Understand the principles that lay behind successful investing. It's about simplicity, not constant market-chasing, despite what the financial news might have you believe.
Partner with a trusted adviser one who provides clarity and positive, historically-informed perspectives during market turbulence.
Work one-on-one with an experienced professional, backed by a support team, instead of a faceless corporation.
Get your finances in order and establish investment and retirement plans, but lack the confidence to do it alone.
Find jargon-free answers to questions like, "How do I create lasting financial security?"
Develop a confident mindset for informed financial decisions, leading to peace of mind.
Invest intentionally, align your actions with your values.
Embark on a journey of financial education, understanding your own beliefs and behaviours surrounding money.
Gradually build an intentional, healthier relationship with money, guided by what matters most to you (always optional and led by you, if you wish to delve here and not every client wants to).
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.
Have less than £400K in assets to manage (per individual or per couple).
Are located or reside outside of the UK
You are American
“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