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Independent Financial Advisers in Brighton | Engage Wealth Management
Engage Wealth Management is an independent financial advice firm based in Brighton & Hove, serving clients across Sussex and the UK. Our FCA-regulated team specialises in retirement planning, investment strategies, and protection policies tailored to senior executives, business owners, and couples approaching retirement. With advanced cashflow modelling software and a client-centric approach, we create personalised financial roadmaps aligned with individual goals.

Our advisers hold industry qualifications including the DipFA and DipPFS, ensuring expert guidance on pensions, tax efficiency, and wealth preservation. We prioritise transparency, offering a free initial consultation to establish how we can help clients achieve financial confidence and long-term security.
Services
Financial Planning Workplace Pensions Income Protection Life Insurance Critical Illness Cover Relevant Life Insurance Executive Income Protection Shareholder Protection Key Person Insurance
Highlights and features
  • We are FCA-authorised and regulated for financial planning expertise
  • Our advisers hold advanced industry qualifications including DipFA and DipPFS
  • We use sophisticated cashflow modelling software for precise financial projections
  • We offer tailored solutions for business owners and senior executives
  • We provide ongoing support with regular plan reviews and adjustments
Associations and certifications
  • Financial Conduct Authority
What people say
Knowledgeable, responsive team Excellent attentive service Thoroughly recommend Professional approach Impressive expertise
Website
Services
Financial Planning
Our financial planning service creates comprehensive strategies to achieve long-term financial goals. We analyse current financial positions, investment portfolios, and retirement objectives to develop tailored roadmaps. Using advanced cashflow modelling software, we project future scenarios and implement tax-efficient solutions for sustainable wealth growth.
Workplace Pensions
We help businesses establish and optimise workplace pension schemes that attract and retain talent. Our independent advice covers scheme selection, compliance with auto-enrolment regulations, and employee education. We ensure competitive investment options and cost-effective solutions that align with business objectives while meeting regulatory requirements.
Income Protection
Our income protection policies provide financial security during periods of ill health. We design tailored coverage that replaces a portion of lost income, ensuring financial stability during recovery. Policies are customised to individual circumstances, with flexible terms and comprehensive coverage for both employed and self-employed professionals.
Life Insurance
We offer life insurance solutions that protect dependents with financial security in the event of death. Our policies include term life and whole-of-life coverage options, with flexible premium structures and tax-efficient arrangements. We help clients determine appropriate coverage levels based on family needs and financial obligations.
Critical Illness Cover
Our critical illness cover provides lump sum payments upon diagnosis of specified serious conditions. Policies cover major illnesses like cancer, heart attacks, and strokes, offering financial support for medical expenses and lifestyle adjustments. We ensure clear policy terms and comprehensive coverage for policyholders' peace of mind.
People
Oliver McDonald
Managing Director and Independent Financial Adviser
Oliver leads Engage Wealth Management with expertise in financial planning and pension strategies. He holds advanced industry qualifications and specialises in retirement solutions for high-net-worth individuals and business owners.
Ian Abbott
Non Executive Director
Ian brings extensive healthcare market experience to his role, having worked with major insurers like Aviva Health and Bupa Global. He contributes strategic insights from his 20-year career in health insurance and employee benefits.
Nick Hale
Non Executive Director
Nick has a diverse background in health insurance and employee benefits, including founding Engage Health Group. He specialises in corporate benefits consultancy and brings strategic leadership to our advisory services.
Blerina Beqo
Operations Manager
Blerina oversees operational processes with over ten years' experience in financial services. She ensures efficient service delivery and client satisfaction through effective team coordination and administrative support systems.
Luke Comerford
Independent Financial Adviser
Luke provides financial advice with four years' industry experience. He specialises in helping clients achieve their financial goals through tailored investment and retirement planning strategies.
Questions
Are you independent financial advisers?
Yes, we are 100% independent and not tied to any providers. We are directly authorised by the Financial Conduct Authority to provide impartial financial advice.
Is it too late to start retirement planning?
No, it's never too late. We help clients at all life stages create effective retirement strategies, leveraging pension freedoms and tax advantages to maximise their financial security.
Why do I need personal life insurance if my employer provides it?
Employer-provided cover may not be sufficient or permanent. We help establish appropriate personal coverage that remains in place regardless of employment status, ensuring continuous protection for your family.
What should I bring to our first meeting?
Just yourself and any relevant financial documents. We'll discuss your current situation, goals, and create a tailored financial plan during our initial consultation at no cost.
How do you charge for your services?
We agree fees in advance and explain them clearly. Our charges vary depending on the complexity of your needs, with options for one-off advice or ongoing financial planning services.
Do you offer ongoing financial support?
Yes, we provide regular reviews and adjustments to your financial plan as circumstances change. Our ongoing service ensures your financial strategy remains aligned with your evolving goals and market conditions.
Reviews (9)
Judit Ruckes
Jan 24, 2022 Report
They did an extensive research for me when I needed to review my pension pots. I feel I am set for the future now with a good pension scheme, thanks to their professional service.
Richard Coles
Nov 22, 2021 Report
Am very pleased with my dealings with Oliver. Was very responsive and professional. Was kept up to date with proceedings through out.
Richard Coles
Nov 17, 2021 Report
Am very pleased with my dealings with Oliver. Was very responsive and professional. Was kept up to date with proceedings through out.
Mark Matthews
Oct 22, 2021 Report
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.
Mark Matthews
Sep 24, 2021 Report
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.
Andrew Drake
Sep 22, 2021 Report
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 Report
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.
Nick Hale
Aug 23, 2021 Report
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 Hale
Aug 12, 2021 Report
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.