Engage Wealth Management Ltd
Financial Services in Hove, East Sussex
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.
Contact Details
Address
Unit 5, English business park English Close
Hove, East Sussex
BN3 7ET
Hove, East Sussex
BN3 7ET
Phone
Driving Directions
Products & Services
Saving for retirement
read moreRetirement isnt what is used to be. Gone are the days of 45 years hard work, a retirement party and off into enforced idleness.
Many people make this a gradual process with part-time work becoming more common. The Pension Freedoms legislation of 2015 has added more flexibility in accessing your money, but getting this right is incredibly important.
Many people make this a gradual process with part-time work becoming more common. The Pension Freedoms legislation of 2015 has added more flexibility in accessing your money, but getting this right is incredibly important.
Investing for the future
read moreAt Engage Wealth Management, we will take time to understand and work with you to establish your goals. We can then create a plan to achieve your objectives.
Importantly, we work with you for years to ensure you remain on track, minimise investment mistakes and ultimately achieve your financial goals.
Importantly, we work with you for years to ensure you remain on track, minimise investment mistakes and ultimately achieve your financial goals.
Younger families or individuals
read moreWe all like to believe well live happy and healthy lives, perhaps have children & grandchildren and then pass peacefully at the ripe old age of 110 or somewhere. We all know this isnt reality
We will work closely with you to ensure you and your family are adequately protected, should a disaster strike. Simple things like having an emergency fund and life insurance, to more complex subjects ensuring your pensions are invested well or starting your first investments.
We will work closely with you to ensure you and your family are adequately protected, should a disaster strike. Simple things like having an emergency fund and life insurance, to more complex subjects ensuring your pensions are invested well or starting your first investments.
A business owner
read moreFor large businesses, we work closely with directors or HR departments, to ensure you and your employees are well-protected and understand their pensions. We run pension surgeries, where staff can speak to a highly qualified IFA about their pensions, releasing some of the burden on HR departments. Well also discuss corporate investment strategies where appropriate.
Reviews Write a Review
Richard Coles
Nov 17, 2021
Professional service!
Am very pleased with my dealings with Oliver. Was very responsive and professional. Was kept up to date with proceedings through out. Value for Money
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Andrew Drake
Sep 27, 2021
Highly recommend Oliver
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. Value for Money
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Chris Robinson
Aug 25, 2021
100% recommend!
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. Value for Money
Service & Support
Quality
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Key People
Oliver McDonald
Managing Director And Independent Financial Adviserread moreOliver has a wealth of knowledge and experience, having worked in financial services for nearly 15 years. Narrowly avoiding a career in accounting, Oliver found his calling in financial advice combining his love for numbers and conversation.
Finding the corporate world of Barclays and Lloyds Bank frustrating, he decided to venture out and 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 make sense of their finances and embracing technology without the confusing jargon.
Oliver had a vision of helping to educate clients, helping 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, so in 2021 they joined forces to create an exceptional financial advisory business, centred around corporate and personal advice for clients, not just for the ultra-wealthy.
Oliver specialises in personal and corporate pensions advice, investment advice and insurance advice.
Outside of work Oliver lives in the sunny seaside town of Worthing with his wife, two daughters and dog. You will normally find him training or competing in cycling & triathlon events at the weekend, along with skiing whenever possible and attempting to train his German pointer!
Finding the corporate world of Barclays and Lloyds Bank frustrating, he decided to venture out and 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 make sense of their finances and embracing technology without the confusing jargon.
Oliver had a vision of helping to educate clients, helping 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, so in 2021 they joined forces to create an exceptional financial advisory business, centred around corporate and personal advice for clients, not just for the ultra-wealthy.
Oliver specialises in personal and corporate pensions advice, investment advice and insurance advice.
Outside of work Oliver lives in the sunny seaside town of Worthing with his wife, two daughters and dog. You will normally find him training or competing in cycling & triathlon events at the weekend, along with skiing whenever possible and attempting to train his German pointer!
Ian Abbott
Non Executive Directorread moreIan Abbott has spent 13 years in the healthcare market, starting with Aviva Health, (Norwich Union at the time), then spent seven years with leading IPMI insurer, Bupa Global in a number of senior sales roles across the Corporate, SME and Individual business channels.
Leaving as Head of UK Intermediary Distribution, having assumed responsibility for a range of duties including strategic broker management, proposition development and responsibility for UK revenue delivery.
Outside of work, Ian lives in Brighton with his wife and daughter and has a passion for history. He is a regular badminton player and has the unfortunate responsibility of supporting Ipswich Town FC.much to the recent entertainment for the rest of the office. Annual ski trips and a love of travelling are top priorities when time allows.
Leaving as Head of UK Intermediary Distribution, having assumed responsibility for a range of duties including strategic broker management, proposition development and responsibility for UK revenue delivery.
Outside of work, Ian lives in Brighton with his wife and daughter and has a passion for history. He is a regular badminton player and has the unfortunate responsibility of supporting Ipswich Town FC.much to the recent entertainment for the rest of the office. Annual ski trips and a love of travelling are top priorities when time allows.
Nick Hale
Non Executive Directorread moreNick Hale has had a long and diverse career in the Health Insurance and Employee Benefits arena, having worked previously for large UK insurers and intermediaries alike. His client experience has spanned individuals, SMEs and large corporate clients in a sales, implementation, account management and strategic capacity.
Nick is the founding Director of Engage Health Group, a whole of market Employee Benefits Consultancy helping businesses of between 2-5000 employees to navigate the complex world of staff benefits. This includes consultancy, the sourcing of insurance mechanisms, broking and platform technology.
On a more personal note, Nick is married and a father to two young daughters who keep him on his toes! He is a keen runner, avid traveler, and season ticket holder at Brighton & Hove Albion.
Nick is the founding Director of Engage Health Group, a whole of market Employee Benefits Consultancy helping businesses of between 2-5000 employees to navigate the complex world of staff benefits. This includes consultancy, the sourcing of insurance mechanisms, broking and platform technology.
On a more personal note, Nick is married and a father to two young daughters who keep him on his toes! He is a keen runner, avid traveler, and season ticket holder at Brighton & Hove Albion.