Contact PersonCleona Lira
Independent Financial Adviser
DescriptionConscious Money is an appointed representative of 2plan wealth management Limited, which is authorised and regulated by the Financial Conduct Authority. Cleona Lira, a Chartered Financial Planner and the founder, has a simple goal- help clients achieve their goals by building great financial plans. With effective investment strategies, money can serve life, based on the life you want and on what is most important to you. These priorities often include values like freedom, financial integrity, simplicity and security. For those that may want it, she also offers resources around shifting limiting beliefs and identities around money. Most of us have irrational beliefs around money and have acquired unhelpful conditioning - the ‘Conscious Money’ work is focused on shifting these to enable greater inner freedom, clarity and choice. Clients include working professionals that want to delegate their investment management, retired and semi-retired individuals who want to enjoy financial freedom living with passive investment income or who want help with pension drawdown. A generous percentage of her client base tends to be women who enjoy the connection & working with a woman financial adviser.ApproachEthical portfolios that include funds with positive and negative screening criteria from ethicalscreening.co.uk, impact focus and thematic funds. We try to make the financial planning process as engaging and pain-free as possible. Our preference is to offer online meetings using Whereby which is easiest to use (other ways are also possible); the process of financial advice works well online and also means meetings are easier to schedule. Meetings are also possible in London zone 1 or South East London.