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.
When money feels messy, it’s hard to feel free.
But freedom begins with simplicity.
We guide your decisions with care and precision,
Blending money and mindset with long-term vision.
Through coaching that helps your behaviours align,
And planning that’s rooted in values — not just "the bottom line."
From legacy goals to today’s small spends,
We bring guidance that serves you — and never pretends.
Contentment is true wealth — understated and rare,
Rooted in choices made with care.
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We struggle with our finances because we cling to ingrained habits, follow outdated advice, or simply avoid the issue.To get unstuck, we must become more conscious of our relationship with money and the qualities we may be unconsciously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
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