“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!”
"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".
“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.”
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.
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.
stop doing the things that have become a pain
start doing what you really enjoy?
“Exactly what level of growth - or income - do you need your assets to provide so that you can
© Enlightened Money Ltd 2013-2017
