Insights.
The downside of charging a fixed fee (and why we do it anyway!)…
Engage are one of a small group of firms who offer a fixed annual fee for the work we do…
Spotlight on Spread a Smile…
In 2013, Spread a Smile came to life when Josephine Segal noticed how a magician's visit made a world of difference for her nephew…
The NOT so hidden costs of property investment in the UK – Part Two…
We recently looked at the considerable upfront cost of buying property as an investment Once you have bought the property, however, the costs don’t stop there….
The not so hidden costs of property investment in the UK – Part One…
It’s important to get the full picture and build realistic expectations of your investment return before embarking on the journey…
5 key learnings from our acquisition…
Here’s what we believe are the five most important steps to take, when looking to acquire another business…
Cash vs shares: Why it still pays to invest…
As the Bank of England announces yet another interest rate rise, people are starting to question whether it still pays to invest…
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.