Director & Independent Financial Adviser
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.
I like helping people on:
Pensions – Retired
Pensions - Approaching retirement
Advice to business owners
Diploma in Financial Planning
My charging model:
Fixed £ fee