Cleona Maria Lira - 2plan wealth management

Independent Financial Adviser  85 Coleraine Road, London, Greater london, SE3 7PF
check
FCA authorised
Last authorised 21st September 2020
Chartered IFA specialising in Investments, Pensions & Ethical Investments. I also blog and inspire around Conscious Money at <url hidden>
We can advise you on
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
Meet our advisers
Cleona Maria Lira CFP
About us

This is what I aim to do, to help you make good decisions about your money – providing clear information to help you achieve your financial goals.
I am part of 2plan wealth management which is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists.
Working with 2plan allows me to offer you all the benefits of a bigger organisation, such as the latest technology, greater financial strength, and the reassurance of a team of experts helping me to get things right first time.
For a conversation about your financial plans, why not get in touch today?
2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (<url hidden>) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England Number: 05998270

Our services

My clients describe me as honest, ethical and trustworthy. My particular area of expertise are investments and pensions.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

85 Coleraine Road, Greater London, London, SE3 7PF

Similar advisers near you

Independent Financial Adviser 0 mi
A&J Wealth Management have been offering personal, financial and wealth management advice to clients for over 30 years.
 
Restricted - whole of market 0.35 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
 
Independent Financial Adviser 0.38 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Restricted - whole of market 0.61 mi
Intelligent advice. Plain speaking. Excellent service. The three guiding principles of Ginkgo. We make sure our clients get professional planning based on a detailed knowledge of their personal and business situations – not just at the start of our relationship with them, but throughout its lifetime. And because life is full of twists and turns, we design all our plans to be flexible: we will review your plan regularly and make sure it always keeps pace with your circumstances and goals.