“Without doubt Simon is one of the UK’s leading Lifestyle Financial Planners. He cuts through the ‘noise’ created by the financial services industry. Unlike most ‘Advisers’, he doesn't over promise and under deliver. Instead, he helps clients focus on what’s important. He helps clients get complete clarity over where they are heading financially, and what they need to do to secure their future. Meet with him, and see for yourself. He’s also a really nice guy!”
Paul Armson, Founder,
"A colleague recommended Simon to us after we had a long period dealing with a financial adviser who used a lot of 'jargon' and made forecasts which rarely materialised. Simon asked what we wished to do with the rest of our lives and what we hoped to achieve. We have not looked back. We rarely worry about what is happening in the markets or with our savings. Enlightened Money do that for us and we could not be happier. We would recommend them to all. A different way of looking at money and finances but we believe a more 'ENLIGHTENED' one".
Noel & Caroline Bradley, Chester
“Through a series of relaxed conversations they really make you think about the important issues in your life and then they enable you to make appropriate decisions and informed choices. At all times they take the time to really explain the issues, so you are knowledgeable and confident in the decisions you make. Finally, they have an excellent network of contacts to assist in managing your finances, and on a personal note they are relaxed, friendly but always professional. They are not at all pushy in seeking to constantly sell you products or services. They build relationships for the long term.”
Bill Robinson, HR Director of Operations,
Ball Packaging Europe UK Ltd (retired)
Why Enlightened Money?
As you’re about to discover, at Enlightened Money, we do things differently to most financial planning and wealth management companies. On this website, you won’t find a list of financial products or jargon – instead, you’ll see that we do what we do by focusing on YOU.
You may be concerned that you will run out of money before you run out of years. We understand. Spend too much and the money will run out but spend too little and you may not be living the life that you could be (and your estate may be faced with paying inheritance tax).
None of us likes to waste money. However, working hard over the years seems a waste if what you've carefully built up isn't helping you to do more of what you want.
Working together, we’ll discover your answers to the BIG questions, such as...
In our experience, financial planning is something that should happen before you consider looking into financial products or investment management services. However, most traditional financial advisers don't do financial planning; instead, they focus mainly on financial products or investments – failing to consider, never mind answer, the all-important lifestyle questions.
It’s not surprising then, that the majority of people are unclear about where they are heading, how much they need to save and how much they can spend.
You may have built up a decent amount of savings, investments, pensions or other assets. Do you have a clear view of what it all means, what your overall financial picture looks like, whether or not you can live the life you really want and whether or not your money will last?
People choose to work in partnership with us because our continual focus is on helping them to live the lives they really want, without them worrying that their money will run out.
Live life on YOUR terms. Call us today on 01244 220015 to start the conversation.
Find out how we can help you if you’re a business owner, director or partner
Find out how we can help you if you’re a senior corporate employee
Find out how we can help you if you’ve received an inheritance or divorce settlement