Engagewealth

Independent Financial Adviser Herons Way, Chester Business Park, Chester, Cheshire, CH4 9QR
FCA verified
20th August 2018
We create and maintain effective retirement planning strategies, grow wealth and protect it; in a cost and tax efficient manner
We can advise you on
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Savings for children
    • Taxation planning
Meet our advisers
adviser-person
Darren Long DipPFS
Director / Financial Planner
Where to find us
About us

Essentially I help people with Retirement Planning and Wealth Preservation on a personal and corporate basis. Typically my clients want 'piece of mind' with their retirement or investment plans or have a signifcant financial decision to make. Often these decisions are faced upon redundancy or retirement, or when they hold too many plans which are too varied - which can stand in the way of creating a clear strategy and plan. This is where I add the most value.

My main goal is to make sure my clients have no fear about their financial future and that they always remain the central focus. I believe that this; combined with quality of advice, knowledge, excellent service and a little fun along the way will ensure a long standing relationship.

Our services

Well; we look after people! we have a peronal tailored service, and use the latest technology to enable our clients to access their assets wherever and whenever they wish. We also operate bespoke investment portfolios making the best use of both active and passive funds. We are Retirement & Estate planning specialists.

Please note that the 'Financial Conduct Authority' does not regulate Tax and Trust Advice!

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Compliance

Engagewealth Ltd is an appointed Representative of Sense Network Limited, Brookdale Centre, Manchester Road, Knutsford, Cheshire, WA16 0SR, which is authorised and regulated by the Financial Conduct Authority, 25 The North Colonnade, Canary
Wharf, London, E14 5HS. Sense Network Ltd’s FSA Register number is 465124.

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