You’ve worked hard to build your career, your business, and your wealth. Now, it’s about making sure it works just as hard for you – so you can enjoy life on your terms and create the future you want.
At Engage Wealth Management, we understand that financial planning isn’t just about numbers. It’s about your life – the choices you make, the freedom you want, and the legacy you leave.
We offer tailored retirement, investment, and protection advice, particularly for senior executives, business owners, and couples in their final decade of work. Our advisers work in partnership with you to create a clear, personalised roadmap – helping you grow, protect, and enjoy your wealth with confidence.
Using advanced cashflow modelling software, we show you what your financial future could look like – and how different decisions today can shape tomorrow.
Arrange a free discovery call with our FCA-regulated advisers to find out how we can help: [email protected] or 01273 076587
As you progress through life, it can feel both exciting and uncertain.
You may be thinking about the next stage, how to make work optional, or how best to use the wealth you’ve built.
If you own a business, you might be considering your exit strategy.
If you’re a senior executive, you may want to understand exactly when you can step away with confidence.
And if you’re a couple, you may be balancing shared dreams with individual goals.
Whatever your story, we’ll help you bring it all together into one clear, confident plan.
Planning the longest holiday of your life takes time. We’ll work with you over multiple meetings — both at the start and on an ongoing basis — to make sure you can live the lifestyle you’ve imagined after work. Whether your plans involve travel, family, or financial peace of mind, we can help you get there. Using smart investment strategies and powerful cashflow modelling, we’ll project realistic timelines and keep you on track.
By the time you reach your 50’s, life starts to feel different. You’ve worked hard, achieved a lot – but the questions get bigger.
When can I retire? Will my money last? Can I help my children without sacrificing my own plans?
That’s where we come in.
We’ll sit down with you, get to know what matters most, and create a clear plan for the years ahead – one built entirely around your goals.
It’s not just about money. It’s about the life you want to live – and having a trusted partner to guide you there.
We’ll explore your options for navigating tax rules so your investments and pensions work in the most tax-efficient way possible. That includes Capital Gains Tax, Income Tax, and Inheritance Tax — with a focus on protecting more of your wealth for you and your family.
With advanced cashflow modelling software, we can forecast your financial future and run “what-if” scenarios. This might be as simple as checking whether you can retire at a certain age — or as complex as stress-testing your finances against market downturns. Either way, you’ll see the bigger picture before making important decisions.
We start with a short conversation to learn about you, answer any initial questions, and see if we’re the right fit for each other.
We take time to understand your current financial situation, what matters most to you, and what you want your future to look like.
We gather the details of your assets, liabilities, income, spending and attitude to investment risk, so we have a complete picture before creating your plan.
We’ll provide you with a full recommendation report along with cashflow modelling. We explore “what-if” scenarios using advanced forecasting tools to show you how different choices could affect your future. Together, we agree on a clear strategy designed to achieve your goals.
We put the agreed plan into action, handling research, recommendations, and all necessary paperwork. Fees are agreed in advance and explained clearly.
Life changes, and so can your plan. We regularly review your progress, make adjustments when needed, and ensure your finances stay on track.
“I was in uncharted waters when I first went to Oliver for advice. From the outset Oliver has connected in a way that made me feel he understood and that he would give me the best advice possible, and support me in making informed decisions. He listens well, and explains clearly. I can always ask questions during meetings or any time in between.”
Our pensions advisors carry the relevant industry qualifications, including the Diploma for Financial Advisers (DipFA) and Diploma in Financial Planning (DipPFS) from LIBF and the CII respectively. Our advisers also hold qualifications in mortgages, equity release, long-term care and Pension Transfer Specialist (PTS) qualifications.
Engage Wealth Management works with a broad range of businesses, ranging from start ups with 10 employees to businesses employing 1500 staff.
The many positive comments and reviews we regularly receive from our clients is perhaps the best evidence of our expertise as workplace pensions advisors.
“Reviewed my investments and made suitable recommendations for my age and position. Took over closing old accounts and transferring ISAs and cash for my wife and myself. Paperwork required for these was clearly laid out and well indicated where signatures and relevant information should be made. We were kept up to date at all times and all correspondence was prompt and clear. Visits to my home were welcome to prevent our need to travel.”
“I had capital that was losing value due to high inflation and poor interest rates. He has helped me put a figure on my financial needs and invest the remainder to provide me with a retirement income. I felt supported and he was always willing to rationalize and explain all reasons for my investment.”
Engage Wealth Management recently worked with a 70-employee strong company holding a pension plan with Nest. Neither the staff nor the company itself were particularly happy with the pension – hence they came to us for advice.
“We helped them move to a pension plan with a different provider, which is something we’ve done many times,” said Oliver McDonald, Engage Wealth Management’s MD and Financial Planner. “This will mean lower fees for the employees and a much wider investment choice. It’s also now much easier to access as they’ve got an app on their phone – a ‘pension in your pocket’ type setup.
“Overall it’s much easier for everyone to access and get their head around, and it’s also providing a more competitive offering which helps keep staff happy and improves their overall benefits package in the eyes of potential candidates.”
Engage Wealth Management featured in VouchedFor’s Top Rated Financial Adviser Guide, as published in The Times and The Telegraph. We’ve also featured in Sussex Business Times (SBT), Citywire, Financial Planner Life podcast and Fund Your Retirement podcast.
Are you looking to secure your financial future? Contact our professional advisers at Engage Wealth Management via the contact form below.
Engage Wealth Management is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales Company no. 13010558 Registered Office: 1a City Gate, 185 Dyke Road, Hove BN3 1TL FCA Firm Number: 942618 To visit the FCA consumer website, The Money Advice Service please click here https://www.moneyadviceservice.org.uk/en. To visit the Financial Ombudsman Service, please click here https://www.financial-ombudsman.org.uk/
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