We’re Independent Financial advisersBeing 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.
Highly qualified with years ahead of us
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
We bin the jargon
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.
Making money is the easy part
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.
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Welcome! We are a financial planning firm based in Hove, East Sussex. We help individual and corporate clients across Sussex and the UK with pensions, investments and insurance.
· Our mission is simple – help more people engage with their finances to secure their own financial future.
· We ditch the jargon and focus on YOU and your financial plans.
· We embrace technology and use cutting-edge software to help you visualise your financial future.
We are an independent financial advice firm based in Hove, East Sussex. Engage Wealth Management aims to help more people engage with their finances, understand their options and secure their own financial future. Working with directors, HR managers and employees, Engage Wealth Management will help to establish an. Engage Wealth Management is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales Company no.
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.
Working with directors, HR managers and employees, Engage Wealth Management will help to establish an offering that is unique to every business. We have extensive knowledge of corporate pensions, having previously helped business with anywhere from 10 to over 1000 employees set-up schemes for their staff in various sectors including professional services, charities, sports clubs, manufacturing and everything in between. At Engage Wealth Management we passionately believe that improved financial health can impact on physical and mental health too.
This means we are not linked to any insurance or investment providers, allowing us to select the most appropriate solution for you. We are also directly authorised with the Financial Conduct Authority. No - There are lots of factors to take into account when planning for retirement. There are great tax benefits to saving into a pension and with the new flexibilities afforded by the Pension Freedoms legislation, the way you access your pension has never been easier.Remember though, your employer offers life insurance/Critical Illness cover/Income Protection etc as an employee benefit and they are not obliged to offer these.
If you wish to register a complaint, please write to or telephone: Engage Wealth Management Ltd, Unit 5 English Business Park, English Close, Hove BN3 7ET. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.Engage Wealth Management is authorised and regulated by the Financial Conduct Authority.
Reviews (9)
Judit Ruckes
Jan 24, 2022
Richard Coles
Nov 22, 2021
Richard Coles
Nov 17, 2021
Mark Matthews
Oct 22, 2021
Mark Matthews
Sep 24, 2021
Andrew Drake
Sep 22, 2021
I know nothing about mortgages but I have one that I started 10 years ago. I spoke to Oliver on a recommendation from a friend, and I'm so glad I did. He has run through everything and explained it in black in white and gone through all my options. I have now changed my products and Oliver has done everything for me and made it a straight forward and easy process. I would highly recommend Oliver
Chris Robinson
Aug 25, 2021
Nick Hale
Aug 23, 2021
Nick Hale
Aug 12, 2021