Engage.
Build Wealth.
Live Life.
Will I be OK?
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Do I have enough?
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How do I get organised?
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Will I be OK? • Do I have enough? • How do I get organised? •
Financial Freedom is about being in control of your finances, having the ability to pursue your passions and live the life you want.
What that ideal life looks like, will be as individual as your relationship with us. At Engage, we’re here to help you design, plan and achieve the future you want, for you and your loved ones.
“Not everything that counts can be counted, and not everything that can be counted counts”. Einstein
Our job is to sweat all of the small stuff - so that you don’t have to. We’re here to empower you to focus on the important things - such as what your ideal future looks like…
Who We Work With.
We love working with people who have recognised the need for help to get organised financially and build capital and want someone to guide them along the journey.
We specialise in working with successful individuals, business owners growing, selling or having sold their business, and professionals in the sports and media industries.
We offer advice and expertise to support you at every stage of life; from wealth accumulation to planning for retirement and leaving a financial legacy.
Find out more about how we could work with you.
Why We Are Different.
Experience
Decades of experience in financial services, and a proven track record of helping people define goals, build wealth and achieve financial freedom.
Our advisers have achieved the top level of financial advice qualifications; the combination of this and our years of practical experience enables us to fully Engage with clients.
Clear Charging
Our fixed fee proposition is simple and transparent. Our charging structure puts more in our clients’ pockets and allows us to be unbiased and impartial.
Head to our Fees page to find out more.
Service
Focussing on better client outcomes – always. Engage provide a personalised service for a personalised situation. Our relationship with you is our key priority, so we can fully support your financial aspirations.
As a boutique firm we aim to make every client feel as though they have their own personal FD.
Don’t just take our word for it…
Hear how our clients have summed up Engage in 3 words for you.
