“Real wealth is not just about money – it’s about feeling safe, supported, and free to live the life you choose…”
Financial wellbeing and mental wellbeing are deeply connected.
When money feels uncertain, it can trigger anxiety, sleepless nights, or a sense of being trapped. And when mental health is under strain, money decisions can feel overwhelming, rushed, or be avoided altogether. The truth is, you can’t separate one from the other.
That’s why we’ve created a dedicated service for clients who are navigating mental health challenges while also wanting their money handled with care, empathy, and respect.
Why this matters…
Too often, people with financial resources but mental health challenges are overlooked. Support services are usually designed for those without money — leaving a whole group of people vulnerable, misunderstood, and underserved.
At Enlightened Money, we believe everyone deserves a safe, understanding place to talk about their finances — without stigma, without judgment, and with genuine expertise.
At Enlightened Money, we believe everyone deserves a safe, understanding place to talk about their finances — without stigma, without judgment, and with genuine expertise.
Meet Paul Robertson – Conscious Adviser…
He brings a rare combination of experience:
- A professional background in financial services
- Hands-on work in the mental health sector
- And his own ‘lived journey’ of navigating and overcoming personal challenges
This gives Paul a unique ability to deeply understand clients. He knows the fears, the ruminations, the anxieties that can surface when money and mental health collide — and he knows how to guide you through them with compassion, patience, and practical expertise.
Paul’s role as our Conscious Adviser is not just about numbers on a spreadsheet. It’s about helping clients feel safe, supported, and empowered to make decisions that create both financial security and peace of mind.
A different kind of financial advice…
Many mainstream advisers don’t feel qualified to hold deep conversations about mental health. We lean into them – because your story matters. We also know that your money story can only be transformed when the ‘whole of you’ is acknowledged.
This is why we also brought Olivia Stefanino into our business from the outset. She brings a wealth of expertise gained from her experience as a high-level executive coach and her private therapy practice. As well as working alongside our team where needed, Olivia has also trained us all in emotional intelligence and how people think and behave using her ‘Money Types’ emotional profiling system. – proven and honed over many years.
Working with us, you’ll find:
- Empathy and understanding — no judgment, no jargon
- Financial clarity — practical plans that make sense, even when life feels complicated
- Holistic support — recognising that money is not just a financial matter, but an emotional one too
For you, for your family, for your future…
Whether you’re managing anxiety, navigating recovery, or simply seeking an adviser who truly ‘gets it’, Enlightened Money is here to stand alongside you.
Together, we’ll help you create:
- A financial plan that supports your wellbeing
- Investments that align with your values
- And a sense of confidence that you and your loved ones are secure
Your Next Steps…
If you or someone you love would benefit from this unique blend of financial expertise and mental health awareness, contact Paul now: paul@enlightenedmoney.co.uk
Get in Touch
Ready to get started with your own 'Freedom Map'?
Contact us here… or call us on 01928 622328
