Cleona Maria Lira - 2plan wealth management

Independent Financial Adviser 2plan Ltd, 110 Bishopsgate, Greater London, London, EC2N 4AD
FCA verified
12th November 2018
Chartered Financial Planner specialising in Investments, pensions & ethical investments. I blog about a Conscious relationship with Money.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Buy to let
    • Equity release
    • First time buyers
    • High loan to value
    • Remortgage
    • Residential
    • Self employed
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Cleona Maria Lira CFP
Where to find us

2plan Ltd, 110 Bishopsgate, Greater London, London, EC2N 4AD

About us

2plan wealth management aims to be one of the UK’s leading IFA networks, providing professional, independent, whole of market financial advice.

Our services

My clients describe me as honest, ethical and trustworthy. My particular area of passion are investments and pensions. I also specialise in ethical investments.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£250,000
Compliance

Tax planning is not regulated by the Financial Conduct Authority.

2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 461598

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