Cleona LiraIndependent Financial Adviser
areas of expertise
- Pensions & Retirement
- Ethical Investments
- Estate Planning
- Wealth Management
- Chartered Financial Planner
- Diploma in Regulated Financial Planning
- CFA Certificate in ESG Investing
Cleona has been a financial adviser for over 14 years and is a chartered financial planner. Cleona has worked for an international bank before moving into the independent financial advice world over 8 years ago.
My areas of passion within financial advice are investments & pensions, including ethical investments. My conscious money blog focuses on honest strategies and resources to have greater inner freedom & choice with money and life
Cleona joined Celtic Financial Planning due to our strong commitment towards the community and the environment, along with our existing and in-depth range of ethical investment solutions.
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