Oliver McDonald

Oliver McDonald

Managing Director and Independent Financial Adviser

OliverĀ is the managing director at Engage Wealth Management. Oliver has extensive knowledge of the financial services sector, having worked in the financial services profession for nearly 15 years. Narrowly avoiding a career in accounting, Oliver found his calling in financial advice.

Oliver prides himself on delivering honest, straightforward financial & retirement planning advice. Highly qualified and straight-talking, clients have often fed back on Oliver’s extreme professionalism whilst being highly personable.

Finding the corporate world frustrating, he joined an independent financial advice firm in Brighton after studying for his Diploma in Financial Advice. Oliver later became an Associate Director.

During this time, Oliver gained extensive experience advising personal and corporate clients from all walks of life.

Eventually, Oliver felt there was a better way to deliver financial advice. One that helped clients visualise their life after work and embrace technology without the confusing jargon.

Oliver had a vision of helping to educate clients, allowing them to achieve their financial goals and improving their financial health (and wealth).

This vision is shared by non-executive directors Nick Hale and Ian Abbott. In 2020 they joined forces to create an exceptional financial advisory business centred around corporate and personal advice for business owners and busy professionals.

Oliver specialises in retirement planning, workplace pensions, investments and insurance.

Outside of work, Oliver lives in the sunny seaside town of Worthing with his wife, two daughters and dog. You will typically find him training or competing in cycling & triathlon events at the weekends or attempting to tire out their German pointer.