Lifestyle Financial Planning – it’s not about the money !!

Are you interested in improving your results in business or in other areas of your life?  Do you need to understand why just focusing on the money doesn’t work and why three hats are better than one?

If so, then this enlightening seminar being held at our February 15th event by Simon Yates of Yates & Co is not to be missed.

Simon started working with ‘people’s money’ in 1989.  After many years of experience, working for household name pension and investment companies, an independent financial adviser, a general insurance broker and a firm of chartered accountants, he realised that his job had become meaningless.  He decided to find out why.

In 2007, he found the simple truth: it’s not about the money, it’s about the people!  He was introduced to the concept of Lifestyle Financial Planning and started to talk with clients about matters that interested them.

In 2010 Simon was asked to be one of 10 founder members of Alternative Financial Advisers, a nationwide panel of Lifestyle Financial Planners. 

 “Without doubt, Simon is one of the UK’s leading Lifestyle Financial Planners. He cuts through the ‘noise’ created by the financial services industry and 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.” CEO, Alternative Financial Advisers.

During this seminar Simon will inspire you to improve your results in business and other areas of your life via:

  • Introduction – why I do what I do.
  • It’s not about the money.
  • It’s about lifestyle.
  • Why three hats are better than one.
  • Exercise: if money wasn’t an obstacle what would you do?
  • How do you pull all of that together?

To benefit from this enlightening seminar please register your interest by:

email [email protected]

or book online at