Insights.
Is your work pension right for you…?
Making the right investment decision within your pension will make a significant difference to how much you have in the future…
Bucket lists & making memories…
This year I’ve been lucky enough to tick 3 items off of my personal bucket list…
Don’t be a victim: What to look out for…
I recently heard a story about a peer’s client that I thought would be a useful lesson for the individuals and families that I work with…
Adding real value…
I don’t know how the current problems are going to pan out, but I do have rational optimism that this will pass, as it always has…
The seduction of pessimism...
There are a lot of things to worry about right now. High energy costs, higher mortgage rates, war in Europe, a far-right leader in Italy, stock markets down etc. News feeds on TV, online and on social media channels are awash with doom and gloom…
Why life is for living...
10 days ago I received a phone call from a friend of mine, letting me know that one of our close friends had passed away. As soon as I saw the call coming at 8:30 on a Saturday morning I knew what the call was about.
Turning 39...
I’ve just returned from a week in Cyprus with 28 of my family, celebrating my mums impending 70th birthday. I also turned 39 during the holiday and so, as I enter my 40th year on this spinning planet, I thought I’d jot down some thoughts…
Top Rated Adviser 2021...
I am very proud to have qualified for the third year running for The Times ‘Guide to the UK’s Top Rated Financial Advisers’ published on Saturday (10 April)…
Why surge review meetings are the way forward...
I have seen numerous articles around the year that was 2020, so I don’t want this to be a review. Instead, it’s time to look forward. It’s time to level up…
PFA Pension Contributions - Potential Tax Implications
Footballers earning over £312,000 per annum are to be hit with £900 tax bill for the 2020/2021 PFA pension contribution…
Mental Health Awareness Week...
We’ve decided to record an episode of ‘The Engaging People Podcast’ every day this week with a specialist in a different area of mental health. We asked each professional to provide some practical tips that our listeners could put into effect that could have a positive impact on their lives.
Fixed Fees, technology and thinking positive today...
I have never experienced anything like this past month in my life, both personally and professionally. While it’s been a whirlwind, I am trying to learn as much as I can through this experience to use in the future.
Some words from Engage MD during the Coronavirus Pandemic...
In the current climate I feel it’s appropriate and hopefully helpful to give some of my thoughts on the current volatility that is affecting the global stock markets.
Building together with entrepreneurs...
At Engage, we’re currently approaching 70 client families, around 35% of these are professional footballers, 60% are business owners and young professionals, with the remaining 5% coming from outside of our niches.
The Engaging People Pod - The value of having a planner - 26th Jun 2019
So today we're going to talk about the value of having a financial planner and what we do at Engage. I'm going to talk about Engage as well as more general financial planning explaining along the way in more detail what we do and how we do it.
Engaging People Pod - Dan Piler - 10th Oct 2019
This is your host, Sam Sloma. Welcome to the Engaging People podcast. This is a
pod where I interview young entrepreneurs, high-flying professionals, and
sports starts to find out more about them, their journey, and how they're
shaping the future.
AI VS Human Interactions...
Recently I’ve been listening to a podcast called ‘The Happiness Lab’ by Doctor Laurie Santos. She is a professor of psychology & cognitive neuroscience at Yale University. She runs a course so popular that they had to do the lectures at a concert hall and the main focus is around what makes people happy…
Rebel ideas...
I’ve just finished reading ‘Rebel Ideas’ by Matthew Syed, which is about the power of diverse thinking. It was a brilliant read. It would be easy for me to end the blog here by saying go and read the book, which I do think you should do.
Charity focus...
This blog is going to be a little bit different to our typical blogs. This month we wanted to focus on something that, though not directly related to financial planning, is instead about a topic we all feel strongly connected to. Because, even with the very best financial plan in place, there are always going to be unexpected events in life that we can’t plan for…