What our clients say
I initially contacted Cleona on the strength of a review on VouchedFor so am happy to add to these comments. Cleona has helped me through the process of taking over the management of an investment portfolio belonging to my mother, acting as her Power of Attorney. Cleona listened very well to my concerns and aims for the portfolio and then produced a very clear and comprehensive report which has provided a solid way forward for managing the sum. The portfolio is now listed on a platform, the fee structures are very clear as is the anticipated growth/income etc. it is a huge weight off my mother and my mind and I wouldn't hesitate in recommending Cleona to others.
My previous adviser was not being very pro-active; leaving things as they were; wasting my time with long meetings and wanting to chat about irrelevant things, as well as being somewhat patronising.
Cleona charges less than I was paying for managing my investments; she is proactive; she responds quickly and goes over and above to give information, and to educate. Meetings are one-hour maximum and straight to the point. Cleona is also honest about the markets, so does not raise false hopes about upcoming returns.
I am 39 and am becoming responsible for some of my family's assets, and i have near to no financial knowledge - and i have spent most of my life thinking money is evil and financial matters inherently unethical, and not wanting to engage. But It was time to get over my ignorance and fear of financial matters as it is time to educate myself as to how to take responsibility for things, in the most ethical way possible - and i need an ethical and knowlegeable professional to help me with this.
Cleona helped me work out the best course of action as to how to prepare for the future and take both practical and ethical responsibility, reflecting my ethical values and enabling me to 'put my money where my mouth is' in terms of how i manage finances ethically and in terms of sensible financial planning.cleona also was invaluable in helping me become financially 'literate' and showed both patience and enthusiasm in showing me what she was doing and how and making sure i understood for myself. She also understood why i might have various anxieties and misunderstandings around money and finances, and was patient with my discomfort with dealing with 'evil' money and helped me work through it, and generally get a handle on the situation. personally, i was thrilled to stumble across a financial advisor who understood that my highest values are not financial, and shared some of those non-financial values herself. currently, with
Personally, i was thrilled to stumble across a financial advisor who understood that my highest values are not financial, and shared some of those non-financial values herself. currently, with cleona's help, i have moved investments around with a focus on ethical investing, become more tax-efficient in the way i invest, and feel more comfortable and in control of my financial situation.
I was looking for financial and investment advice as I had recently reached retirement without having any pension to speak of, in place. I had a large lump sum to invest and needed help. My past experience with IFAs had not inspired confidence in me, since they seemed to just offer off-the-shelf, ready-made investment plans, without much interest in my situation and wishes, and it was all far too impersonal for my liking.
Meeting Cleona was so refreshing and restored my confidence in IFAs. She is really interested in what I wanted and needed as a client, and she listened intently to my story. She did very customised and detailed research to come up with a portfolio of funds which I am confident seem ideally suited to what I need. Then she spent time with me to explain and review all her choices to make sure it matched my needs, before proceeding. I can thoroughly vouch for Cleona as an IFA and I trust her expertise and also her values, and look forward to her ongoing advice with my portfolio. Investing turned out to be an enjoyable experience - which was to me, a surprising change!.
I'm very happy with the outcome and confident that Cleona has provided me with a long-term robust and well-balanced portfolio for the future.
I had the sale proceeds of a property to invest. As the property had been a millstone around my neck for many years, I was looking to find someone who could help me invest in an ethical manner and to help me plan for my future.
I could not have asked for or found a better adviser to guide me through the process of what to do next. The simplicity and understanding with which Cleona answered all of my many questions was greatly appreciated. My needs were listened to and Cleona guided me through a financial world that was new to me. She informed and helped me with clarity and has a genuine passion for ethical values that is so refreshing.I firmly believe that Cleona has now helped me to the best of possible futures with her thorough knowledge and expertise. I really could not have asked any more of her and am thankful for the day that I met her.
My needs were fully met and everything was done in a timely and professional manner. For the life of me, I cannot find any fault with anything that Cleona did and I will not fill out this box with any trivial criticism (particularly when there is none to be found) just to put something in the box! Well done Cleona, please keep on doing what you are doing so well.
‘2plan wealth management aims to be one of the UK’s leading IFA networks, providing professional, independent, whole of market financial advice.’
My clients describe me as honest, ethical and trustworthy. My particular area of expertise are investments and pensions.