About You.

Who We Work With.

At Engage, our approach is centred around how we work with you.

We guide our clients to help define and deliver on their goals - building a personalised planning experience designed to maximise your finances, all whilst building wealth and security for the future. 

Engage ensures from the very beginning that your finances are organised and well-structured for long-term growth and tax efficiency. We look at what investing means to you, and what you want to achieve - whether it’s securing your own long-term peace of mind, investing more for your family’s future or being prepared for the curveballs that life occasionally throws.

This means that we can move past the investment chat and onto the important stuff - like what financial freedom means to you.

See How We Can Help…

  • • Organisation & accountability

    • Investment management

    • Expenditure review, analysis & management

    • Shareholder / Key Man insurances

    • Corporate / personal pensions

    • Tax efficient investment strategies

    • Business contingency planning

    • Retirement & income drawdown

    • Family planning – advice on wills

    • Non-conflicted fixed fee advice service

  • • Organisation & accountability

    • Investment management

    • Expenditure review, analysis & management

    • Specialist insurances

    • Liaising between professionals (single point of contact)

    • Property advice – mortgages, buy to let strategy

    • Image rights companies

    • Tax efficient investment strategies

    • Post-career planning

    • Retirement & income drawdown

    • Family planning – advice on wills, prenups

    • Non-conflicted fixed fee advice service

 
 
 

Pete Hackleton, a partner at Saffrey Champness explains why he is happy to recommend his clients to Engage.

“Engaged – that is what they are. They engage with clients and advisors to make sure the client gets the best possible service”.

Pete describes Engage as communicative, enthusiastic and engaged and believes Engage is clear, transparent and always willing to go the extra mile.

 

Mikele Leigertwood, former professional footballer, explains why he trusts Engage with his financial planning.

“We go back a long way. I trust Sam. His work ethic is fantastic. When he set up Engage it was a no brainer”.

Mikele describes Engage as professional, honest and trustworthy and likes the bespoke service they can offer.

 

Paul Babai, business owner, discusses how Engage have helped him focus on his financial future after the sale of his business.

“Selling the business I knew was going to be a big transformation in my life and I needed someone I could trust to help me through that journey”.

Paul describes Engage as efficient, reliable and honest and especially appreciates the objective view offered.

 

Jenny Afia, privacy lawyer at Schillings, gives an insight as to how working with Engage has helped build confidence around her finances.

“Sam helped us to celebrate our lives and our successes. He’s just been a really brilliant compliment to our lives”.

Jenny describes Engage as friendly, caring and informed and feels they invest their time and are really committed to a long term relationship.