Holly Mckay
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    • Home • Advice • Advisers
    Oliver McDonald

    Oliver McDonald

    Director & Independent Financial Adviser

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    East Sussex

    Likes

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    105

    Rating

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    About me

    I am the founder and director of Engage Wealth Management based in Hove, East Sussex. You'll find me spending time with my wife, children, and 'energetic' pointer between running my company. You'll also find me out cycling or running over the south downs in the minimal free time beyond this.

    I have worked in financial services for 15 years, gaining extensive experience in financial planning. I am a people person. You will rarely find me explaining complex spreadsheets or using jargon. I keep my conversations at a high level and realise that financial planning is all about helping my clients achieve the lifestyle they want in the future. I work with individuals approaching retirement and successful business owners. I specialise in retirement planning, investments, and business protection.

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    My details

    I like helping people on:

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    Pensions – Retired

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    Pensions - Approaching retirement

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    Insurance

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    Advice to business owners

    My qualifications:

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    Diploma in Financial Planning

    My charging model:

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    Fixed £ fee

    Have a look at my responses to readers' questions

    What people say

    Client review

    Verified

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    10 August 2022

    Very helpful and always provided great advice

    Michaela

    Reader feedback

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    09 June 2022

    Alex

    Reader feedback

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    28 March 2022

    Not really helpful.

    Mick

    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
    Risk warningAs is always the case with investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may change in the future.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.