We’re Independent Financial advisers
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.

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.

Contact Details

  Website
  City Hove
  Postcode BN3 7ET
  Address Unit 5, English business park English Close
  Phone Number 01273 076587

Products & Services

Independent Financial Advice

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.

Promotions & Discounts

We offer our first meeting at our costs, to establish how we can help

  • I would recommend this business

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
Service & support
Quality
Location
Overall ratingExcellent

  • I would recommend this business

I have used the services of Oliver and Engage for a number of years and have always found them to be very professional. They help with my financial planning and let me know the pros and cons of any decisions along with excellent advice on how to achieve my goals. I thoroughly recommend them.

Value for money
Service & support
Quality
Location
Overall ratingExcellent

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.

Value for money
Service & support
Quality
Location
Overall ratingExcellent

Social Activity

@aproko_doctor @engage_wealth Here for your financial advice needs in the UK https://t.co/OQuM1xqqAA
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