Our Co-founders...
Simon Yates CFPTM Chartered FCSI (Financial Planning) DipPFS
Co-founder, Lifestyle Financial Planner and Managing Director
Simon loves helping people to make the most of their hard work, maintain financial independence and live life on their terms. In short, he's all about helping people to do more of what they want and less of what they don't.
He is a Chartered Fellow (Financial Planning) of the Chartered Institute For Securities & Investment - and is licensed as a CERTIFIED FINANCIAL PLANNERTM practitioner.
Simon has also been an Independent Financial Adviser for over 25 years and holds the Diploma in Financial Planning issued by the Personal Finance Society.
He is a Chartered Fellow (Financial Planning) of the Chartered Institute For Securities & Investment - and is licensed as a CERTIFIED FINANCIAL PLANNERTM practitioner.
Simon has also been an Independent Financial Adviser for over 25 years and holds the Diploma in Financial Planning issued by the Personal Finance Society.
Olivia Stefanino
Co-founder and CEO (Chief Enlightenment Officer)
Creator of the “What Money Type Are You?” tool that we use with every client, Olivia brings her wealth of experience as a personal and business coach to Enlightened Money - and its clients.
Author of the book, “Be Your Own Guru – personal and business enlightenment in just 3 days!” Olivia has worked with both large organisations and smaller companies (many of them in the financial sector) using her unconventional wisdom to generate proven results.
Author of the book, “Be Your Own Guru – personal and business enlightenment in just 3 days!” Olivia has worked with both large organisations and smaller companies (many of them in the financial sector) using her unconventional wisdom to generate proven results.
The story behind Enlightened Money...
I've been working in the world of money since 1989. Along the way - in 2006 - I realised that providing advice about financial products and services just wasn't enough. Something was missing...
I wanted to use my skills, knowledge and experience to help people to enjoy their lives more and reduce their stress about money. After all, being wealthy seems a bit pointless if it doesn't enable you to live the life you really want. So, I decided to investigate a better way of doing things. It didn't take long (funny how the right answers often appear when we ask the right questions).
In early 2007, I was introduced to Lifestyle Financial Planning. A tried and tested way of focusing on clients’ lives first, helping them to build a financial plan to achieve that "lifestyle picture", then working with them every year to maintain the life they really want. I've been working this way ever since (and that knowledge is now encapsulated within the Enlightened Money System).
In 2013 my partner, Olivia Stefanino, and I co-founded Enlightened Money. Existing clients were very loyal and have helped us to shape the business ever since. The company simply wouldn't exist without them.
The journey over the last 30 years has shaped our values and taught us what works (and what doesn't). Having said that, we're always on the lookout for better ideas and we continually strive to improve how we look after our clients.
Clients continue to tell us that our lifestyle focused financial planning service helps them to enjoy their lives more, doing more of what they want and less of what they don’t want. They often tell us that they now sleep better, they have more fun and they worry a lot less. They also say that they look forward to their meetings with us.
Put simply, your money is either helping you to live the life you really want - or it isn't. To find out if you could be doing more, please contact me on 01244 220015 or email me: simon@enlightenedmoney.co.uk
Simon Yates
I've been working in the world of money since 1989. Along the way - in 2006 - I realised that providing advice about financial products and services just wasn't enough. Something was missing...
I wanted to use my skills, knowledge and experience to help people to enjoy their lives more and reduce their stress about money. After all, being wealthy seems a bit pointless if it doesn't enable you to live the life you really want. So, I decided to investigate a better way of doing things. It didn't take long (funny how the right answers often appear when we ask the right questions).
In early 2007, I was introduced to Lifestyle Financial Planning. A tried and tested way of focusing on clients’ lives first, helping them to build a financial plan to achieve that "lifestyle picture", then working with them every year to maintain the life they really want. I've been working this way ever since (and that knowledge is now encapsulated within the Enlightened Money System).
In 2013 my partner, Olivia Stefanino, and I co-founded Enlightened Money. Existing clients were very loyal and have helped us to shape the business ever since. The company simply wouldn't exist without them.
The journey over the last 30 years has shaped our values and taught us what works (and what doesn't). Having said that, we're always on the lookout for better ideas and we continually strive to improve how we look after our clients.
Clients continue to tell us that our lifestyle focused financial planning service helps them to enjoy their lives more, doing more of what they want and less of what they don’t want. They often tell us that they now sleep better, they have more fun and they worry a lot less. They also say that they look forward to their meetings with us.
Put simply, your money is either helping you to live the life you really want - or it isn't. To find out if you could be doing more, please contact me on 01244 220015 or email me: simon@enlightenedmoney.co.uk
Simon Yates