Engage Wealth Management Ltd

Independent Financial Adviser  First Floor, Unit 5 English Business Park, Hove, BN3 7ET
First meeting at adviser's own cost
We are an independent financial advice firm based in Hove, East Sussex. We aim to help more people engage with their finances, understand their options and secure their own financial future.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Stockbroking services
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Sharia finance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Oliver Mcdonald
Managing Director and Independent Financial Adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Ian Abbott
Director
Nick Hale
Director
What our clients say
I would highly recommend Oliver McDonald for advice on pensions and investments. Always quick to respond and extremely knowledgable and well versed on a variety of products He also takes care of my partners investments and we are both very happy with the results.
Alastair, Brighton
My first experience with an IFA and a truly professional and clear service, with no hidden costs! I needed to tidy up some existing pensions and seek some investment advice, and the service I received from Engage Wealth Management was first class.
Nick, Hove
I’ve used Oliver as my IFA for a few years now and I have been impressed by how incredibly knowledgeable, responsive and hard working he is. I have experienced many other IFAs over the years, and Oliver is definitely the only one I’d recommend.
Chris, West Sussex
About us

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.

Our services

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.

Where to find us
Head office address: First Floor, Unit 5 English Business Park, English Close, Hove, BN3 7ET
Service coverage
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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