Why Choose Us

Being independent ensures you are getting the best quality financial advice. Independent means we are not tied to any investment firm or insurance company, meaning we can use any provider on the market that best suits our clients needs.

We are here to help you understand your finances, not confuse you. We always keep our conversations and advice at a high level, ensuring you understand and feel comfortable every step on the way.

Did you know the average financial adviser is aged 58?

This poses a huge problem in the advice market, with nearly 40% expected to retire in the next 10 years. If you’re working with, or looking to work with, an IFA…where do you think your adviser will be in 10 years time?

We’re a little younger (over 20 years!) and this provides some benefits:

  • You know we’ll be by your side up to retirement, at retirement and beyond
  • We are here to innovate and embrace technology, which ultimately helps our clients
  • We are full of beans and ready to work hard for you, not winding down to retirement

Although part of our role is to ensure your investments grow, this is the easy part. Money is a tool to help you achieve the life you want.

We will focus on your plans, help you establish your goals and work out a plan to achieve this.

Feel free to get in touch with us

We are always happy to offer our time, to establish how we can help. Our initial meeting is at our cost
Twitter Facebook Instagram Youtube
Reviews and Ratings for Financial adviser Oliver McDonald, Brighton

Send us a message

Your personal data protection is very important to us. This form collects your name, email and contact number so that we can correspond with you. Check out our Privacy Notice for more information and please check the box below to give us your consent to use this information for contact purposes.
Employee Benefits
Health Insurance
Pensions & Financial

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/