- 12th May 2021
- Posted by: Celticfp
- Category: Investment Committee
We are delighted to announce and to introduce Cleona Lira to the team. Cleona joins the team as a chartered financial planner with a specialist focus on Ethical and ESG Investments. With over 14 years experience as a financial planner, Cleona brings a wealth of experience to the business. Furthermore, she will join the Celtic Financial Investment Committee that meets every quarter to review our choice of investments, funds and providers.
“I am excited to be a part of Celtic Financial Planning as their commitment to offering sustainable investing aligns well with my own,” she Cleona.
Cleona will be based primarily within our Canary Wharf, London Hub, where she will service new and existing clients from across the region.